+503.6%
IBKR vs ZBH
-28.6%
+532.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +2.0% |
| 7D | -1.3% | -4.7% | +3.3% | -0.4% |
| 30D | -0.2% | -4.5% | +4.3% | +0.6% |
| 3M | +3.0% | +7.6% | -4.6% | +0.9% |
| 6M | +33.9% | +0.3% | +33.6% | +33.0% |
| YTD | +42.5% | +4.5% | +38.0% | +40.2% |
| 1Y | +44.9% | -9.4% | +54.3% | +46.5% |
| 3Y | +293.0% | -21.5% | +314.5% | +308.5% |
| All | +503.6% | -28.6% | +532.2% | +540.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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