+37.5%
ZBRA vs HRB
+25.9%
+11.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.8% |
| 7D | -3.4% | -8.0% | +4.6% | -2.4% |
| 30D | -7.4% | -16.0% | +8.6% | -5.5% |
| 3M | +57.5% | +26.9% | +30.6% | +52.6% |
| 6M | +64.0% | +51.1% | +12.9% | +55.3% |
| YTD | +44.3% | +7.1% | +37.2% | +45.8% |
| 1Y | +10.9% | -9.6% | +20.5% | +15.6% |
| 3Y | +37.5% | +25.4% | +12.1% | +23.5% |
| All | +37.5% | +25.9% | +11.6% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling