+17.0%
HON vs ZBRA
+35.9%
-18.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -0.3% |
| 7D | -3.5% | -3.4% | 0.0% | -2.8% |
| 30D | -13.8% | -7.4% | -6.4% | -12.5% |
| 3M | -11.7% | +57.5% | -69.2% | -20.8% |
| 6M | -18.7% | +64.0% | -82.7% | -28.1% |
| YTD | +0.2% | +44.3% | -44.1% | -9.2% |
| 1Y | -3.1% | +10.9% | -13.9% | -6.7% |
| 3Y | +17.0% | +37.5% | -20.5% | +3.9% |
| All | +17.0% | +35.9% | -18.9% | +3.9% |
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