+8.0%
ZS vs HAS
+212.5%
-204.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -2.6% | +1.4% | -4.0% | -2.9% |
| 30D | -12.8% | +26.3% | -39.1% | -16.7% |
| 3M | +2.3% | +25.6% | -23.3% | -2.2% |
| 6M | +26.3% | +30.3% | -4.0% | +19.6% |
| YTD | -14.4% | +50.4% | -64.8% | -22.3% |
| 1Y | -37.6% | +57.7% | -95.3% | -44.2% |
| 3Y | +8.0% | +213.4% | -205.4% | -21.0% |
| All | +8.0% | +212.5% | -204.5% | -21.0% |
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