+27.7%
ZBRA vs HRB
+16.9%
+10.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.4% | -3.5% | +0.7% |
| 7D | -13.6% | +16.0% | -29.6% | -14.1% |
| 30D | -11.5% | +32.1% | -43.6% | -12.8% |
| 3M | -9.9% | +21.5% | -31.4% | -10.7% |
| 6M | +48.6% | +82.1% | -33.5% | +45.5% |
| YTD | +36.9% | +31.6% | +5.3% | +44.3% |
| 1Y | +27.7% | +15.9% | +11.8% | +39.4% |
| All | +27.7% | +16.9% | +10.8% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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