+56.7%
HST vs ZBRA
+27.1%
+29.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.3% |
| 7D | +3.6% | +0.6% | +3.0% | +3.5% |
| 30D | +11.2% | -14.0% | +25.2% | +13.0% |
| 3M | +13.1% | -14.7% | +27.7% | +14.9% |
| 6M | +23.9% | +31.3% | -7.4% | +17.7% |
| YTD | +52.3% | +33.4% | +18.9% | +40.9% |
| 1Y | +56.7% | +34.1% | +22.5% | +42.9% |
| All | +56.7% | +27.1% | +29.6% | +42.9% |
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