+648.2%
HAL vs ZBRA
+9,227.6%
-8,579.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.0% |
| 7D | +2.9% | +1.8% | +1.2% | +2.4% |
| 30D | +17.0% | -1.7% | +18.7% | +17.4% |
| 3M | -9.7% | +47.8% | -57.4% | -19.8% |
| 6M | +8.6% | +56.7% | -48.1% | -5.7% |
| YTD | +33.0% | +49.4% | -16.4% | +16.2% |
| 1Y | +68.3% | +16.5% | +51.8% | +56.3% |
| 3Y | +0.1% | +31.5% | -31.3% | -11.9% |
| 5Y | +102.6% | -38.6% | +141.2% | +110.3% |
| 10Y | +3.8% | +421.0% | -417.1% | -36.2% |
| All | +648.2% | +9,227.6% | -8,579.4% | +188.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling