+1,497.0%
HWM vs ZBRA
+393.2%
+1,103.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -3.0% | -1.7% |
| 7D | +7.3% | +0.6% | +6.7% | +7.0% |
| 30D | +1.6% | -14.0% | +15.6% | +6.8% |
| 3M | -21.9% | -14.7% | -7.2% | -17.8% |
| 6M | -19.0% | +31.3% | -50.3% | -29.2% |
| YTD | +7.9% | +33.4% | -25.5% | -7.5% |
| 1Y | +9.9% | +34.1% | -24.2% | -6.1% |
| 3Y | +342.1% | +59.9% | +282.2% | +233.6% |
| 5Y | +600.8% | -45.3% | +646.0% | +697.5% |
| 10Y | +1,493.8% | +384.4% | +1,109.4% | +673.0% |
| All | +1,497.0% | +393.2% | +1,103.9% | +673.1% |
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