+3,637.4%
HSY vs ZBRA
+8,965.3%
-5,327.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +0.3% |
| 7D | -1.6% | +2.6% | -4.1% | -1.7% |
| 30D | -4.2% | -6.4% | +2.1% | -3.8% |
| 3M | -0.7% | +51.3% | -52.0% | -3.7% |
| 6M | -21.8% | +60.5% | -82.3% | -24.6% |
| YTD | -2.7% | +45.2% | -47.9% | -5.7% |
| 1Y | -4.8% | +12.3% | -17.2% | -6.3% |
| 3Y | -9.4% | +37.5% | -46.9% | -12.9% |
| 5Y | +11.3% | -39.2% | +50.5% | +11.8% |
| 10Y | +125.0% | +417.0% | -292.0% | +93.1% |
| All | +3,637.4% | +8,965.3% | -5,327.9% | +2,522.2% |
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