+9.0%
HCA vs ZBRA
+25.3%
-16.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.9% | +9.4% | +10.3% |
| 7D | +10.2% | -13.6% | +23.8% | +11.2% |
| 30D | +17.4% | -11.5% | +28.9% | +18.2% |
| 3M | +27.7% | -9.9% | +37.5% | +28.4% |
| 6M | +20.0% | +48.6% | -28.6% | +16.7% |
| YTD | +10.0% | +36.9% | -26.9% | +6.8% |
| 1Y | +9.0% | +27.7% | -18.7% | +6.5% |
| All | +9.0% | +25.3% | -16.3% | +6.5% |
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