+284.4%
ZBH vs HAS
+1,096.8%
-812.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | -2.8% | -1.8% | -1.0% | -2.3% |
| 30D | -0.1% | +2.3% | -2.4% | -0.8% |
| 3M | +13.4% | +10.4% | +3.1% | +10.0% |
| 6M | +3.0% | -3.2% | +6.2% | +3.2% |
| YTD | +9.7% | +15.4% | -5.8% | +4.3% |
| 1Y | -5.4% | +18.8% | -24.2% | -10.9% |
| 3Y | -15.6% | +43.9% | -59.5% | -26.8% |
| 5Y | -28.1% | +13.9% | -42.0% | -34.6% |
| 10Y | -15.2% | +56.4% | -71.7% | -34.3% |
| All | +284.4% | +1,096.8% | -812.3% | +72.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling