+2,583.3%
HPQ vs ZBRA
+8,767.1%
-6,183.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +5.6% |
| 7D | +2.2% | -1.8% | +4.0% | +2.8% |
| 30D | +9.7% | -8.8% | +18.5% | +12.6% |
| 3M | +32.7% | +47.2% | -14.5% | +17.3% |
| 6M | +77.7% | +61.3% | +16.4% | +52.1% |
| YTD | +51.0% | +42.0% | +9.0% | +33.3% |
| 1Y | +18.4% | +10.5% | +7.9% | +12.1% |
| 3Y | +25.6% | +34.5% | -8.9% | +10.2% |
| 5Y | +38.6% | -40.3% | +78.9% | +48.9% |
| 10Y | +226.1% | +421.5% | -195.4% | +90.2% |
| All | +2,583.3% | +8,767.1% | -6,183.8% | +752.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling