+36.2%
HST vs ZBH
-9.5%
+45.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.7% | +0.8% |
| 7D | +0.7% | -6.6% | +7.2% | +1.6% |
| 30D | -0.7% | -4.9% | +4.3% | 0.0% |
| 3M | -4.0% | +5.1% | -9.1% | -4.8% |
| 6M | +20.7% | +1.3% | +19.3% | +20.1% |
| YTD | +31.0% | +3.4% | +27.7% | +30.2% |
| 1Y | +36.2% | -8.7% | +44.9% | +33.5% |
| All | +36.2% | -9.5% | +45.7% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZBH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling