-31.3%
ZBH vs HAS
+10.2%
-41.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.4% | -1.5% | -3.4% |
| 7D | -5.2% | -3.1% | -2.1% | -4.6% |
| 30D | -2.4% | -2.7% | +0.3% | -1.9% |
| 3M | +8.3% | +8.9% | -0.7% | +6.2% |
| 6M | +0.7% | -2.9% | +3.6% | +0.8% |
| YTD | +5.3% | +12.6% | -7.3% | +2.0% |
| 1Y | -9.1% | +17.5% | -26.5% | -12.8% |
| 3Y | -19.7% | +46.2% | -65.9% | -27.3% |
| 5Y | -31.3% | +12.6% | -43.9% | -29.9% |
| All | -31.3% | +10.2% | -41.5% | -29.9% |
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