+94.1%
HUT vs ZS
-42.6%
+136.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.6% | +11.0% | +8.8% |
| 7D | +28.3% | -9.2% | +37.5% | +34.4% |
| 30D | +12.3% | -4.0% | +16.3% | +12.0% |
| 3M | -16.8% | +25.3% | -42.1% | -30.7% |
| 6M | +111.4% | -1.3% | +112.7% | +78.5% |
| YTD | +116.6% | -28.0% | +144.6% | +122.8% |
| 1Y | +290.5% | -42.5% | +333.0% | +368.6% |
| 3Y | +792.3% | +0.7% | +791.6% | +567.9% |
| 5Y | +94.1% | -42.3% | +136.4% | +105.6% |
| All | +94.1% | -42.6% | +136.8% | +105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 5y: compounded portfolio wealth divided by compounded ZS 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…
5y analysis · Full analysis span regression · 6 months rolling