+396.0%
HPE vs ZBRA
-40.4%
+436.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.8% | +10.6% | +11.7% |
| 7D | +19.4% | -3.4% | +22.8% | +21.0% |
| 30D | +5.6% | -7.4% | +13.0% | +8.9% |
| 3M | +33.1% | +57.5% | -24.5% | +8.0% |
| 6M | +192.5% | +64.0% | +128.5% | +133.0% |
| YTD | +160.9% | +44.3% | +116.6% | +117.5% |
| 1Y | +155.0% | +10.9% | +144.1% | +136.1% |
| 3Y | +289.4% | +37.5% | +251.9% | +225.3% |
| All | +396.0% | -40.4% | +436.4% | +394.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling