-40.8%
ZBRA vs HBM
+336.0%
-376.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.5% | +7.3% | +1.5% |
| 7D | -3.8% | -3.7% | 0.0% | -3.1% |
| 30D | -10.2% | -3.7% | -6.5% | -9.7% |
| 3M | +58.7% | +8.0% | +50.7% | +54.1% |
| 6M | +61.9% | +15.8% | +46.1% | +52.8% |
| YTD | +41.7% | +34.4% | +7.3% | +26.4% |
| 1Y | +12.4% | +98.2% | -85.8% | -10.3% |
| 3Y | +34.2% | +476.6% | -442.4% | -22.3% |
| 5Y | -40.8% | +331.1% | -371.9% | -64.5% |
| All | -40.8% | +336.0% | -376.7% | -64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling