+73.9%
HST vs ZBRA
-40.4%
+114.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.6% |
| 7D | -0.3% | -1.8% | +1.5% | +0.2% |
| 30D | -2.8% | -8.8% | +6.0% | 0.0% |
| 3M | -6.5% | +47.2% | -53.7% | -19.8% |
| 6M | +20.7% | +61.3% | -40.6% | -0.9% |
| YTD | +30.5% | +42.0% | -11.6% | +11.4% |
| 1Y | +36.8% | +10.5% | +26.3% | +27.5% |
| 3Y | +65.9% | +34.5% | +31.4% | +37.8% |
| 5Y | +73.9% | -40.3% | +114.2% | +81.5% |
| All | +73.9% | -40.4% | +114.3% | +81.5% |
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 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