+36.2%
HST vs ZBRA
+10.3%
+26.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +0.7% | -3.8% | +4.5% | +1.1% |
| 30D | -0.7% | -10.2% | +9.5% | +0.6% |
| 3M | -4.0% | +58.7% | -62.7% | -11.6% |
| 6M | +20.7% | +61.9% | -41.2% | +9.7% |
| YTD | +31.0% | +41.7% | -10.6% | +21.8% |
| 1Y | +36.2% | +12.4% | +23.9% | +29.6% |
| All | +36.2% | +10.3% | +26.0% | +29.6% |
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