-40.0%
ZS vs HAS
+13.4%
-53.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.3% |
| 7D | -7.8% | -1.8% | -6.0% | -7.2% |
| 30D | +5.0% | +2.3% | +2.8% | +4.0% |
| 3M | +25.5% | +10.4% | +15.2% | +20.2% |
| 6M | +8.7% | -3.2% | +11.9% | +8.5% |
| YTD | -24.5% | +15.4% | -39.9% | -30.3% |
| 1Y | -36.7% | +18.8% | -55.5% | -42.5% |
| 3Y | +7.2% | +43.9% | -36.7% | -12.5% |
| All | -40.0% | +13.4% | -53.4% | -39.3% |
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