+680.0%
HBAN vs ZBRA
+8,909.5%
-8,229.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.1% | +0.3% |
| 7D | -1.0% | -3.4% | +2.4% | -0.2% |
| 30D | -5.6% | -7.4% | +1.8% | -3.8% |
| 3M | -1.1% | +57.5% | -58.7% | -12.8% |
| 6M | +9.9% | +64.0% | -54.1% | -4.6% |
| YTD | -0.9% | +44.3% | -45.2% | -11.6% |
| 1Y | -1.4% | +10.9% | -12.3% | -6.4% |
| 3Y | +78.2% | +37.5% | +40.7% | +58.3% |
| 5Y | +37.0% | -39.7% | +76.7% | +43.9% |
| 10Y | +158.9% | +429.9% | -271.0% | +63.9% |
| All | +680.0% | +8,909.5% | -8,229.5% | +238.3% |
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