+2,989.6%
HST vs ZBRA
+8,231.4%
-5,241.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.6% |
| 7D | +3.6% | +0.6% | +3.0% | +3.4% |
| 30D | +11.2% | -14.0% | +25.2% | +15.7% |
| 3M | +13.1% | -14.7% | +27.7% | +17.8% |
| 6M | +23.9% | +31.3% | -7.4% | +12.3% |
| YTD | +52.3% | +33.4% | +18.9% | +36.1% |
| 1Y | +56.7% | +34.1% | +22.5% | +39.8% |
| 3Y | +87.5% | +59.9% | +27.6% | +55.7% |
| 5Y | +82.8% | -45.3% | +128.1% | +98.1% |
| 10Y | +134.6% | +384.4% | -249.9% | +38.4% |
| All | +2,989.6% | +8,231.4% | -5,241.8% | +913.6% |
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 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