+302.4%
ROIV vs ZBRA
-12.4%
+314.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.2% |
| 7D | +9.5% | -1.5% | +11.0% | +9.9% |
| 30D | +21.0% | -15.6% | +36.6% | +25.7% |
| 3M | +18.7% | -14.5% | +33.2% | +22.7% |
| 6M | +44.5% | +50.9% | -6.4% | +27.7% |
| YTD | +92.9% | +34.8% | +58.0% | +74.3% |
| 1Y | +100.2% | +28.3% | +71.9% | +83.2% |
| 3Y | +375.0% | +58.8% | +316.2% | +293.8% |
| 5Y | +435.2% | -44.0% | +479.2% | +384.1% |
| All | +302.4% | -12.4% | +314.8% | +259.9% |
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