+16.8%
HAS vs ZBRA
+10.3%
+6.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.2% |
| 7D | -4.8% | -1.8% | -3.1% | -4.6% |
| 30D | -5.1% | -8.8% | +3.7% | -3.9% |
| 3M | +6.4% | +47.2% | -40.9% | -0.9% |
| 6M | -5.6% | +61.3% | -66.9% | -14.4% |
| YTD | +11.0% | +42.0% | -31.0% | +2.4% |
| 1Y | +16.8% | +10.5% | +6.3% | +13.5% |
| All | +16.8% | +10.3% | +6.5% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling