-42.3%
ZS vs HDB
-37.8%
-4.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.0% | -1.6% | -3.3% |
| 7D | -9.2% | -2.0% | -7.2% | -8.4% |
| 30D | -4.0% | -4.9% | +0.9% | -2.1% |
| 3M | +25.3% | -2.3% | +27.6% | +25.2% |
| 6M | -1.3% | -23.7% | +22.4% | +10.5% |
| YTD | -28.0% | -38.5% | +10.5% | -11.3% |
| 1Y | -42.5% | -36.5% | -6.0% | -30.6% |
| 3Y | +0.7% | -28.5% | +29.2% | +10.3% |
| 5Y | -42.3% | -37.4% | -4.9% | -35.9% |
| All | -42.3% | -37.8% | -4.5% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling