+58.4%
HAS vs ZBRA
+418.8%
-360.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -1.6% |
| 7D | -3.1% | +2.6% | -5.7% | -3.9% |
| 30D | -2.7% | -6.4% | +3.7% | -0.8% |
| 3M | +8.9% | +51.3% | -42.4% | -5.6% |
| 6M | -2.9% | +60.5% | -63.4% | -18.1% |
| YTD | +12.6% | +45.2% | -32.5% | -2.7% |
| 1Y | +17.5% | +12.3% | +5.1% | +9.7% |
| 3Y | +46.2% | +37.5% | +8.7% | +23.8% |
| 5Y | +12.6% | -39.2% | +51.8% | +17.7% |
| All | +58.4% | +418.8% | -360.5% | +8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling