+2,992.0%
HST vs ZBRA
+8,072.8%
-5,080.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.2% |
| 7D | +3.6% | -1.2% | +4.8% | +3.9% |
| 30D | +9.9% | -17.8% | +27.7% | +15.8% |
| 3M | +12.9% | -16.0% | +28.9% | +18.1% |
| 6M | +22.9% | +31.4% | -8.6% | +11.3% |
| YTD | +52.4% | +30.9% | +21.5% | +37.0% |
| 1Y | +52.5% | +24.3% | +28.2% | +39.0% |
| 3Y | +87.4% | +54.2% | +33.3% | +57.3% |
| 5Y | +82.9% | -46.3% | +129.2% | +99.3% |
| 10Y | +134.8% | +375.2% | -240.5% | +39.2% |
| All | +2,992.0% | +8,072.8% | -5,080.8% | +919.8% |
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