+398.6%
ZS vs HSY
+110.5%
+288.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -7.2% | -5.2% | -2.0% | -7.1% |
| 3M | +30.5% | -3.4% | +33.9% | +30.5% |
| 6M | +7.0% | -19.2% | +26.2% | +7.7% |
| YTD | -26.8% | -2.6% | -24.2% | -27.7% |
| 1Y | -42.6% | -3.8% | -38.8% | -43.3% |
| 3Y | -0.3% | -10.6% | +10.3% | -0.7% |
| 5Y | -39.2% | +12.3% | -51.5% | -42.6% |
| All | +398.6% | +110.5% | +288.1% | +331.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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