+201.7%
IWD vs ZBRA
+382.3%
-180.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.3% |
| 7D | +2.3% | +0.6% | +1.7% | +2.1% |
| 30D | +3.6% | -14.0% | +17.6% | +7.3% |
| 3M | +2.2% | -14.7% | +16.8% | +5.9% |
| 6M | +13.0% | +31.3% | -18.3% | +3.4% |
| YTD | +26.5% | +33.4% | -6.9% | +14.1% |
| 1Y | +30.1% | +34.1% | -4.0% | +17.1% |
| 3Y | +84.9% | +59.9% | +25.0% | +51.9% |
| 5Y | +73.4% | -45.3% | +118.6% | +86.7% |
| All | +201.7% | +382.3% | -180.6% | +96.4% |
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 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