-31.6%
ZS vs ALHC
-51.4%
+19.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.1% | -10.4% | +0.5% |
| 7D | -12.3% | -0.5% | -11.8% | -12.3% |
| 30D | +11.2% | -4.2% | +15.5% | +11.0% |
| 3M | +37.5% | -39.8% | +77.3% | +34.7% |
| 6M | +57.8% | -57.7% | +115.6% | +60.5% |
| YTD | -0.2% | -58.8% | +58.6% | -3.2% |
| 1Y | -31.6% | -52.4% | +20.7% | -37.9% |
| All | -31.6% | -51.4% | +19.8% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling