+395.4%
ZS vs HDB
-4.2%
+399.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | -8.1% | -6.2% | -1.9% | -6.3% |
| 30D | -8.4% | -6.2% | -2.2% | -6.9% |
| 3M | +31.1% | -5.9% | +36.9% | +32.7% |
| 6M | +4.4% | -25.9% | +30.3% | +13.5% |
| YTD | -27.3% | -40.2% | +12.9% | -16.1% |
| 1Y | -41.4% | -38.0% | -3.4% | -33.2% |
| 3Y | +1.7% | -30.5% | +32.2% | +9.8% |
| 5Y | -39.6% | -38.1% | -1.5% | -34.3% |
| All | +395.4% | -4.2% | +399.6% | +386.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling