-6.4%
HAL vs ZBRA
+58.5%
-65.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.2% | +2.7% |
| 7D | +6.1% | +0.6% | +5.5% | +5.9% |
| 30D | +2.9% | -14.0% | +16.9% | +6.4% |
| 3M | +3.3% | -14.7% | +18.0% | +6.9% |
| 6M | -16.9% | +31.3% | -48.2% | -24.5% |
| YTD | +21.2% | +33.4% | -12.2% | +7.9% |
| 1Y | +27.5% | +34.1% | -6.6% | +13.3% |
| 3Y | -6.4% | +59.9% | -66.4% | -29.6% |
| All | -6.4% | +58.5% | -65.0% | -29.6% |
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