+2,547.8%
HST vs ZBRA
+9,227.6%
-6,679.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | -0.1% |
| 7D | -1.0% | +1.8% | -2.8% | -1.5% |
| 30D | -12.3% | -1.7% | -10.6% | -11.9% |
| 3M | -6.4% | +47.8% | -54.1% | -17.5% |
| 6M | +15.0% | +56.7% | -41.7% | -0.9% |
| YTD | +30.5% | +49.4% | -18.9% | +13.4% |
| 1Y | +35.7% | +16.5% | +19.1% | +25.7% |
| 3Y | +68.4% | +31.5% | +36.9% | +47.7% |
| 5Y | +73.1% | -38.6% | +111.7% | +81.9% |
| 10Y | +92.7% | +421.0% | -328.2% | +11.5% |
| All | +2,547.8% | +9,227.6% | -6,679.8% | +744.3% |
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