+132.3%
HON vs ZBRA
+435.2%
-302.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -0.4% |
| 7D | -3.5% | -3.4% | 0.0% | -2.6% |
| 30D | -13.8% | -7.4% | -6.4% | -12.0% |
| 3M | -11.7% | +57.5% | -69.2% | -23.3% |
| 6M | -18.7% | +64.0% | -82.7% | -30.7% |
| YTD | +0.2% | +44.3% | -44.1% | -11.9% |
| 1Y | -3.1% | +10.9% | -13.9% | -8.5% |
| 3Y | +17.0% | +37.5% | -20.5% | -0.4% |
| 5Y | +2.0% | -39.7% | +41.7% | +8.3% |
| All | +132.3% | +435.2% | -302.9% | +44.2% |
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 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