+62.8%
HAL vs ZBRA
+10.3%
+52.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -2.8% |
| 7D | -3.3% | -3.8% | +0.5% | -3.0% |
| 30D | +7.2% | -10.2% | +17.4% | +7.9% |
| 3M | -8.8% | +58.7% | -67.5% | -12.9% |
| 6M | +3.0% | +61.9% | -58.9% | -2.3% |
| YTD | +29.4% | +41.7% | -12.3% | +24.3% |
| 1Y | +62.8% | +12.4% | +50.5% | +62.7% |
| All | +62.8% | +10.3% | +52.6% | +62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling