+50.1%
IVZ vs ZBRA
+12.8%
+37.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.5% |
| 7D | +1.1% | +2.6% | -1.5% | +0.5% |
| 30D | +3.1% | -6.4% | +9.5% | +4.7% |
| 3M | +18.2% | +51.3% | -33.1% | +4.6% |
| 6M | +38.6% | +60.5% | -21.9% | +19.1% |
| YTD | +25.9% | +45.2% | -19.3% | +11.6% |
| All | +50.1% | +12.8% | +37.3% | +38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling