+953.6%
IGV vs ZBRA
+1,830.0%
-876.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.8% |
| 7D | -3.3% | +2.6% | -5.9% | -4.3% |
| 30D | 0.0% | -6.4% | +6.3% | +2.4% |
| 3M | +7.3% | +51.3% | -43.9% | -10.0% |
| 6M | +16.7% | +60.5% | -43.8% | -5.3% |
| YTD | -2.8% | +45.2% | -48.0% | -18.7% |
| 1Y | -6.7% | +12.3% | -19.0% | -14.4% |
| 3Y | +41.1% | +37.5% | +3.6% | +14.4% |
| 5Y | +22.0% | -39.2% | +61.2% | +32.0% |
| 10Y | +357.9% | +417.0% | -59.1% | +100.9% |
| All | +953.6% | +1,830.0% | -876.4% | +100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling