+9.4%
ZS vs HTZ
-82.4%
+91.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.0% | +5.9% | -1.7% |
| 7D | -13.4% | -27.5% | +14.1% | -12.2% |
| 30D | -16.6% | -21.9% | +5.3% | -15.7% |
| 3M | +10.3% | -29.2% | +39.6% | +11.4% |
| 6M | +28.1% | -75.2% | +103.3% | +33.9% |
| YTD | -13.3% | -70.8% | +57.5% | -11.1% |
| 1Y | -40.7% | -76.1% | +35.4% | -38.5% |
| All | +9.4% | -82.4% | +91.8% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling