+423.9%
ZBRA vs HBM
+619.2%
-195.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | -3.4% | -3.3% | -0.1% | -2.9% |
| 30D | -7.4% | -4.8% | -2.6% | -6.7% |
| 3M | +57.5% | -0.4% | +57.9% | +56.1% |
| 6M | +64.0% | +17.9% | +46.1% | +55.0% |
| YTD | +44.3% | +33.7% | +10.6% | +30.6% |
| 1Y | +10.9% | +95.6% | -84.7% | -8.6% |
| 3Y | +37.5% | +458.1% | -420.6% | -13.3% |
| 5Y | -39.7% | +329.0% | -368.7% | -61.8% |
| All | +423.9% | +619.2% | -195.3% | +161.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 10y: compounded portfolio wealth divided by compounded HBM 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…
10y analysis · Full analysis span regression · 6 months rolling