-37.6%
ZS vs HST
+53.2%
-90.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -2.6% | +3.6% | -6.2% | -3.2% |
| 30D | -12.8% | +11.2% | -24.0% | -13.3% |
| 3M | +2.3% | +13.1% | -10.8% | +1.6% |
| 6M | +26.3% | +23.9% | +2.4% | +22.2% |
| YTD | -14.4% | +52.3% | -66.7% | -18.8% |
| 1Y | -37.6% | +56.7% | -94.3% | -41.8% |
| All | -37.6% | +53.2% | -90.8% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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