+246.3%
HPE vs ZBRA
+33.4%
+212.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.2% | -6.0% | -6.1% |
| 7D | +1.4% | -3.8% | +5.2% | +2.9% |
| 30D | +1.5% | -10.2% | +11.7% | +6.1% |
| 3M | +21.7% | +58.7% | -36.9% | -4.0% |
| 6M | +164.2% | +61.9% | +102.3% | +106.0% |
| YTD | +132.1% | +41.7% | +90.4% | +90.9% |
| 1Y | +130.6% | +12.4% | +118.3% | +111.2% |
| All | +246.3% | +33.4% | +212.9% | +192.4% |
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