+37.0%
HPQ vs ZBRA
+35.9%
+1.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.8% | +6.6% | +7.7% |
| 7D | +9.8% | -3.4% | +13.2% | +11.1% |
| 30D | +22.4% | -7.4% | +29.8% | +25.6% |
| 3M | +45.2% | +57.5% | -12.4% | +21.5% |
| 6M | +96.4% | +64.0% | +32.5% | +60.5% |
| YTD | +65.4% | +44.3% | +21.1% | +40.7% |
| 1Y | +31.6% | +10.9% | +20.7% | +24.0% |
| 3Y | +37.0% | +37.5% | -0.5% | +13.5% |
| All | +37.0% | +35.9% | +1.1% | +13.5% |
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