+207.7%
ROIV vs ZBRA
+12.8%
+194.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.8% | +21.6% | +19.1% |
| 7D | +20.2% | +2.6% | +17.6% | +19.6% |
| 30D | +14.1% | -6.4% | +20.5% | +15.0% |
| 3M | +45.6% | +51.3% | -5.7% | +35.6% |
| 6M | +44.1% | +60.5% | -16.4% | +31.5% |
| YTD | +91.2% | +45.2% | +46.0% | +77.0% |
| All | +207.7% | +12.8% | +194.9% | +196.9% |
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 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