+2,420.8%
HAS vs ZBRA
+9,227.6%
-6,806.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -1.8% | +1.8% | -3.6% | -2.1% |
| 30D | +2.3% | -1.7% | +4.0% | +2.5% |
| 3M | +10.4% | +47.8% | -37.4% | +2.1% |
| 6M | -3.2% | +56.7% | -60.0% | -11.7% |
| YTD | +15.4% | +49.4% | -34.0% | +5.8% |
| 1Y | +18.8% | +16.5% | +2.3% | +13.5% |
| 3Y | +43.9% | +31.5% | +12.5% | +33.0% |
| 5Y | +13.9% | -38.6% | +52.5% | +16.9% |
| 10Y | +56.4% | +421.0% | -364.5% | +15.5% |
| All | +2,420.8% | +9,227.6% | -6,806.8% | +1,234.6% |
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