-32.9%
HDB vs ZBRA
+25.3%
-58.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.7% | +5.5% |
| 7D | +12.9% | -13.6% | +26.5% | +14.5% |
| 30D | +10.0% | -11.5% | +21.5% | +11.3% |
| 3M | +1.8% | -9.9% | +11.7% | +2.7% |
| 6M | -2.1% | +48.6% | -50.7% | -8.6% |
| YTD | -33.4% | +36.9% | -70.3% | -38.3% |
| 1Y | -32.9% | +27.7% | -60.6% | -37.8% |
| All | -32.9% | +25.3% | -58.2% | -37.8% |
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