+3.1%
HD vs ZBRA
+34.1%
-31.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.7% |
| 7D | -1.2% | +2.6% | -3.7% | -1.7% |
| 30D | -11.1% | -6.4% | -4.8% | -10.0% |
| 3M | +2.0% | +51.3% | -49.2% | -7.4% |
| 6M | -10.5% | +60.5% | -71.0% | -20.3% |
| YTD | -6.9% | +45.2% | -52.0% | -15.6% |
| 1Y | -23.2% | +12.3% | -35.5% | -26.6% |
| 3Y | +3.1% | +37.5% | -34.4% | -12.6% |
| All | +3.1% | +34.1% | -31.0% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling