+111.9%
HAL vs ZBRA
-40.4%
+152.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.5% |
| 7D | -1.3% | -1.8% | +0.5% | -0.9% |
| 30D | +10.9% | -8.8% | +19.7% | +13.4% |
| 3M | -5.8% | +47.2% | -53.1% | -16.7% |
| 6M | +8.1% | +61.3% | -53.2% | -7.5% |
| YTD | +33.2% | +42.0% | -8.8% | +17.3% |
| 1Y | +74.2% | +10.5% | +63.7% | +65.1% |
| 3Y | -3.7% | +34.5% | -38.2% | -16.5% |
| 5Y | +111.9% | -40.3% | +152.2% | +126.0% |
| All | +111.9% | -40.4% | +152.3% | +126.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling