-41.4%
ZS vs HDB
-37.9%
-3.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | -8.1% | -6.2% | -1.9% | -7.0% |
| 30D | -8.4% | -6.2% | -2.2% | -7.5% |
| 3M | +31.1% | -5.9% | +36.9% | +31.7% |
| 6M | +4.4% | -25.9% | +30.3% | +4.2% |
| YTD | -27.3% | -40.2% | +12.9% | -30.6% |
| 1Y | -41.4% | -38.0% | -3.4% | -43.2% |
| All | -41.4% | -37.9% | -3.4% | -43.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling