-36.7%
ZS vs HTZ
-58.1%
+21.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.5% |
| 7D | -7.8% | +7.5% | -15.3% | -7.7% |
| 30D | +5.0% | +47.4% | -42.4% | +5.5% |
| 3M | +25.5% | -54.9% | +80.4% | +24.4% |
| 6M | +8.7% | -47.0% | +55.7% | +4.4% |
| YTD | -24.5% | -55.3% | +30.7% | -26.7% |
| 1Y | -36.7% | -57.6% | +20.9% | -38.1% |
| All | -36.7% | -58.1% | +21.4% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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