+1,950.8%
ZBRA vs HBM
+654.4%
+1,296.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.8% | -8.6% | -4.0% |
| 7D | +2.6% | +7.4% | -4.8% | +1.0% |
| 30D | -6.4% | +5.1% | -11.4% | -7.6% |
| 3M | +51.3% | +11.1% | +40.2% | +46.6% |
| 6M | +60.5% | +30.2% | +30.3% | +48.9% |
| YTD | +45.2% | +46.2% | -1.0% | +29.7% |
| 1Y | +12.3% | +120.0% | -107.7% | -8.8% |
| 3Y | +37.5% | +527.4% | -489.9% | -13.4% |
| 5Y | -39.2% | +400.4% | -439.6% | -61.9% |
| 10Y | +417.0% | +621.5% | -204.5% | +153.9% |
| All | +1,950.8% | +654.4% | +1,296.5% | +735.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling