+60.9%
HAS vs ZBRA
+21.4%
+39.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.4% | +1.0% |
| 7D | +3.3% | -2.5% | +5.7% | +3.6% |
| 30D | +30.5% | -17.0% | +47.5% | +33.5% |
| 3M | +29.9% | -15.0% | +44.9% | +32.4% |
| 6M | +26.5% | +42.2% | -15.6% | +19.0% |
| YTD | +51.9% | +32.4% | +19.6% | +41.4% |
| 1Y | +60.9% | +23.3% | +37.6% | +54.2% |
| All | +60.9% | +21.4% | +39.5% | +54.2% |
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