+286.6%
HST vs ZBH
+287.8%
-1.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.7% |
| 7D | -1.0% | -2.8% | +1.8% | +0.6% |
| 30D | -12.3% | -0.1% | -12.2% | -12.3% |
| 3M | -6.4% | +13.4% | -19.8% | -13.4% |
| 6M | +15.0% | +3.0% | +12.0% | +11.1% |
| YTD | +30.5% | +9.7% | +20.9% | +21.3% |
| 1Y | +35.7% | -5.4% | +41.1% | +35.1% |
| 3Y | +68.4% | -15.6% | +84.0% | +73.8% |
| 5Y | +73.1% | -28.1% | +101.2% | +92.3% |
| 10Y | +92.7% | -15.2% | +108.0% | +85.7% |
| All | +286.6% | +287.8% | -1.3% | +84.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling