+990.2%
IBKR vs ZBRA
+435.2%
+555.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.3% | +1.6% |
| 7D | -1.3% | -3.4% | +2.1% | -0.2% |
| 30D | -0.2% | -7.4% | +7.2% | +2.3% |
| 3M | +3.0% | +57.5% | -54.6% | -13.0% |
| 6M | +33.9% | +64.0% | -30.1% | +10.8% |
| YTD | +42.5% | +44.3% | -1.8% | +22.5% |
| 1Y | +44.9% | +10.9% | +34.0% | +35.6% |
| 3Y | +293.0% | +37.5% | +255.5% | +232.4% |
| 5Y | +497.7% | -39.7% | +537.3% | +542.0% |
| All | +990.2% | +435.2% | +555.0% | +512.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling