-3.8%
HAL vs ZBRA
+33.8%
-37.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.4% |
| 7D | -1.3% | -1.8% | +0.5% | -0.9% |
| 30D | +10.9% | -8.8% | +19.7% | +13.2% |
| 3M | -5.8% | +47.2% | -53.1% | -16.2% |
| 6M | +8.1% | +61.3% | -53.2% | -7.0% |
| YTD | +33.2% | +42.0% | -8.8% | +18.0% |
| 1Y | +74.2% | +10.5% | +63.7% | +67.2% |
| All | -3.8% | +33.8% | -37.5% | -15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling