+119.5%
HL vs ZBRA
+8,767.1%
-8,647.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.3% |
| 7D | +0.4% | -1.8% | +2.2% | +0.7% |
| 30D | +18.8% | -8.8% | +27.6% | +21.0% |
| 3M | +43.7% | +47.2% | -3.5% | +32.0% |
| 6M | -1.0% | +61.3% | -62.4% | -11.1% |
| YTD | +8.7% | +42.0% | -33.3% | -0.5% |
| 1Y | +105.0% | +10.5% | +94.5% | +96.6% |
| 3Y | +427.3% | +34.5% | +392.8% | +378.8% |
| 5Y | +249.3% | -40.3% | +289.6% | +262.7% |
| 10Y | +284.2% | +421.5% | -137.3% | +166.4% |
| All | +119.5% | +8,767.1% | -8,647.5% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling