+9.0%
HWM vs ZBRA
+23.7%
-14.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.1% |
| 7D | +11.1% | -1.2% | +12.3% | +11.3% |
| 30D | +3.0% | -17.8% | +20.7% | +5.1% |
| 3M | -20.7% | -16.0% | -4.7% | -19.3% |
| 6M | -17.2% | +31.4% | -48.6% | -21.7% |
| YTD | +9.1% | +30.9% | -21.8% | +2.3% |
| 1Y | +9.0% | +24.3% | -15.3% | +3.0% |
| All | +9.0% | +23.7% | -14.6% | +3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling