+19.4%
ZBH vs HAS
+99.1%
-79.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.7% | -2.1% |
| 7D | -2.1% | +1.6% | -3.8% | -2.6% |
| 30D | +13.6% | +26.6% | -13.1% | +6.4% |
| 3M | +7.1% | +29.0% | -21.9% | -0.1% |
| 6M | +26.1% | +30.6% | -4.5% | +16.7% |
| YTD | +17.2% | +51.5% | -34.3% | +3.6% |
| 1Y | +17.4% | +58.5% | -41.1% | +2.5% |
| 3Y | +2.0% | +214.1% | -212.1% | -28.7% |
| 5Y | -15.0% | +50.2% | -65.2% | -27.1% |
| All | +19.4% | +99.1% | -79.7% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling