+21.2%
IGV vs ZBRA
-40.9%
+62.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -5.4% | -3.8% | -1.6% | -4.1% |
| 30D | -2.6% | -10.2% | +7.6% | +1.2% |
| 3M | +10.5% | +58.7% | -48.2% | -8.3% |
| 6M | +18.2% | +61.9% | -43.7% | -3.7% |
| YTD | -4.2% | +41.7% | -45.9% | -18.5% |
| 1Y | -9.8% | +12.4% | -22.2% | -16.4% |
| 3Y | +39.1% | +34.2% | +4.9% | +13.4% |
| 5Y | +21.2% | -40.8% | +62.0% | +54.4% |
| All | +21.2% | -40.9% | +62.1% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling