-40.7%
ZS vs HSY
+10.6%
-51.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.5% |
| 7D | -3.8% | -3.0% | -0.9% | -4.2% |
| 30D | -6.0% | -5.0% | -1.0% | -6.6% |
| 3M | +32.0% | -1.3% | +33.3% | +31.9% |
| 6M | +2.1% | -21.5% | +23.6% | -0.3% |
| YTD | -26.2% | -3.3% | -22.9% | -27.1% |
| 1Y | -41.2% | -5.5% | -35.7% | -41.9% |
| 3Y | +3.3% | -9.9% | +13.2% | +3.1% |
| 5Y | -40.7% | +11.3% | -52.1% | -39.7% |
| All | -40.7% | +10.6% | -51.3% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling