+100.2%
ROIV vs ZBRA
+26.9%
+73.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.4% |
| 7D | +9.5% | -1.5% | +11.0% | +9.7% |
| 30D | +21.0% | -15.6% | +36.6% | +23.5% |
| 3M | +18.7% | -14.5% | +33.2% | +21.1% |
| 6M | +44.5% | +50.9% | -6.4% | +31.6% |
| YTD | +92.9% | +34.8% | +58.0% | +77.1% |
| 1Y | +100.2% | +28.3% | +71.9% | +84.5% |
| All | +100.2% | +26.9% | +73.3% | +84.5% |
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