+66.7%
HDB vs ZBRA
+382.3%
-315.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.5% | +0.1% |
| 7D | +2.7% | +0.6% | +2.1% | +2.6% |
| 30D | +14.1% | -14.0% | +28.2% | +17.5% |
| 3M | +11.8% | -14.7% | +26.5% | +15.2% |
| 6M | +8.2% | +31.3% | -23.1% | +0.3% |
| YTD | -29.3% | +33.4% | -62.7% | -35.2% |
| 1Y | -28.8% | +34.1% | -62.9% | -34.9% |
| 3Y | -7.5% | +59.9% | -67.4% | -22.8% |
| 5Y | -23.1% | -45.3% | +22.2% | -17.8% |
| All | +66.7% | +382.3% | -315.6% | +19.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling