+249.8%
IP vs ZBRA
+8,164.1%
-7,914.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.7% |
| 7D | 0.0% | -2.5% | +2.5% | +0.6% |
| 30D | +9.4% | -17.0% | +26.4% | +14.1% |
| 3M | -14.1% | -15.0% | +0.9% | -10.9% |
| 6M | +9.2% | +42.2% | -33.0% | -0.7% |
| YTD | -7.5% | +32.4% | -39.9% | -14.7% |
| 1Y | -2.8% | +23.3% | -26.1% | -8.9% |
| 3Y | +21.2% | +55.9% | -34.6% | +5.8% |
| 5Y | -11.5% | -44.8% | +33.3% | -5.6% |
| 10Y | +23.7% | +371.4% | -347.7% | -18.0% |
| All | +249.8% | +8,164.1% | -7,914.2% | +55.9% |
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