+3.2%
HAL vs ZBRA
+425.5%
-422.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -2.8% |
| 7D | -3.3% | -3.8% | +0.5% | -1.9% |
| 30D | +7.2% | -10.2% | +17.4% | +11.3% |
| 3M | -8.8% | +58.7% | -67.5% | -25.4% |
| 6M | +3.0% | +61.9% | -58.9% | -17.4% |
| YTD | +29.4% | +41.7% | -12.3% | +8.1% |
| 1Y | +62.8% | +12.4% | +50.5% | +48.3% |
| 3Y | -6.4% | +34.2% | -40.6% | -24.5% |
| 5Y | +103.6% | -40.8% | +144.4% | +123.9% |
| All | +3.2% | +425.5% | -422.3% | -48.2% |
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