-30.7%
HDB vs ZBRA
+33.8%
-64.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.5% |
| 7D | -4.9% | -1.8% | -3.1% | -4.6% |
| 30D | -5.8% | -8.8% | +3.0% | -4.8% |
| 3M | -5.2% | +47.2% | -52.4% | -10.6% |
| 6M | -25.7% | +61.3% | -87.0% | -30.9% |
| YTD | -39.6% | +42.0% | -81.6% | -43.1% |
| 1Y | -36.9% | +10.5% | -47.4% | -38.8% |
| All | -30.7% | +33.8% | -64.4% | -36.2% |
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