+527.8%
HUT vs ZS
+517.5%
+10.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.5% | +10.7% | +7.9% |
| 7D | +17.8% | -7.8% | +25.6% | +21.2% |
| 30D | +0.8% | +5.0% | -4.2% | -2.5% |
| 3M | -26.8% | +25.5% | -52.3% | -35.0% |
| 6M | +72.6% | +8.7% | +63.9% | +49.5% |
| YTD | +103.6% | -24.5% | +128.1% | +105.0% |
| 1Y | +265.3% | -36.7% | +302.0% | +297.0% |
| 3Y | +689.4% | +7.2% | +682.2% | +575.7% |
| 5Y | +75.3% | -40.9% | +116.3% | +77.9% |
| All | +527.8% | +517.5% | +10.4% | +517.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling