+0.6%
ZS vs HSY
-9.9%
+10.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.4% |
| 7D | -3.8% | -3.0% | -0.9% | -4.5% |
| 30D | -6.0% | -5.0% | -1.0% | -7.0% |
| 3M | +32.0% | -1.3% | +33.3% | +31.8% |
| 6M | +2.1% | -21.5% | +23.6% | -2.0% |
| YTD | -26.2% | -3.3% | -22.9% | -27.3% |
| 1Y | -41.2% | -5.5% | -35.7% | -42.0% |
| All | +0.6% | -9.9% | +10.6% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling