+13.0%
HSY vs ZBRA
-40.9%
+53.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.5% | +1.3% |
| 7D | -0.4% | -3.8% | +3.4% | -0.3% |
| 30D | -3.4% | -10.2% | +6.7% | -3.1% |
| 3M | -0.5% | +58.7% | -59.2% | -2.1% |
| 6M | -19.1% | +61.9% | -81.1% | -20.6% |
| YTD | -2.1% | +41.7% | -43.7% | -3.5% |
| 1Y | -3.2% | +12.4% | -15.6% | -3.9% |
| 3Y | -8.8% | +34.2% | -43.0% | -10.8% |
| 5Y | +13.0% | -40.8% | +53.7% | +19.5% |
| All | +13.0% | -40.9% | +53.9% | +19.5% |
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