-15.3%
ZBH vs HAS
+48.2%
-63.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | -2.3% | +1.4% | -3.6% | -2.5% |
| 30D | +12.5% | +26.3% | -13.8% | +6.9% |
| 3M | +3.9% | +25.6% | -21.7% | -1.2% |
| 6M | +25.4% | +30.3% | -4.8% | +18.0% |
| YTD | +15.7% | +50.4% | -34.7% | +5.1% |
| 1Y | +15.2% | +57.7% | -42.5% | +3.5% |
| 3Y | +0.3% | +213.4% | -213.0% | -24.1% |
| All | -15.3% | +48.2% | -63.5% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling