+129.2%
HPE vs ZBRA
+18.2%
+111.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -5.9% | -4.9% |
| 7D | -0.6% | +1.8% | -2.4% | -1.1% |
| 30D | -2.3% | -1.7% | -0.6% | -1.8% |
| 3M | -2.9% | +47.8% | -50.6% | -15.9% |
| 6M | +143.6% | +56.7% | +86.8% | +106.6% |
| YTD | +118.5% | +49.4% | +69.1% | +86.7% |
| 1Y | +129.2% | +16.5% | +112.7% | +107.2% |
| All | +129.2% | +18.2% | +111.0% | +107.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling