-16.3%
ZBH vs HAS
+44.6%
-60.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -2.8% | -1.8% | -1.0% | -2.5% |
| 30D | -0.1% | +2.3% | -2.4% | -0.5% |
| 3M | +13.4% | +10.4% | +3.1% | +11.1% |
| 6M | +3.0% | -3.2% | +6.2% | +3.1% |
| YTD | +9.7% | +15.4% | -5.8% | +6.0% |
| 1Y | -5.4% | +18.8% | -24.2% | -9.1% |
| All | -16.3% | +44.6% | -60.9% | -22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling