+291.1%
ROIV vs ZBRA
-12.6%
+303.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.1% | +4.3% |
| 7D | +13.3% | -9.5% | +22.8% | +15.9% |
| 30D | +14.8% | -15.6% | +30.4% | +19.3% |
| 3M | +11.9% | -13.2% | +25.1% | +15.3% |
| 6M | +42.4% | +44.5% | -2.1% | +27.2% |
| YTD | +87.4% | +34.5% | +52.9% | +69.5% |
| 1Y | +97.2% | +25.9% | +71.4% | +81.3% |
| 3Y | +375.7% | +61.3% | +314.4% | +292.7% |
| 5Y | +379.0% | -45.2% | +424.2% | +333.2% |
| All | +291.1% | -12.6% | +303.6% | +250.0% |
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