-14.9%
HAL vs ZBRA
+382.3%
-397.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.2% | +2.4% |
| 7D | +6.1% | +0.6% | +5.5% | +5.9% |
| 30D | +2.9% | -14.0% | +16.9% | +8.4% |
| 3M | +3.3% | -14.7% | +18.0% | +8.8% |
| 6M | -16.9% | +31.3% | -48.2% | -27.6% |
| YTD | +21.2% | +33.4% | -12.2% | +3.0% |
| 1Y | +27.5% | +34.1% | -6.6% | +8.1% |
| 3Y | -6.4% | +59.9% | -66.4% | -30.0% |
| 5Y | +58.0% | -45.3% | +103.3% | +79.3% |
| All | -14.9% | +382.3% | -397.1% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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