+149.7%
XBI vs ZBRA
+435.2%
-285.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.0% |
| 7D | -4.6% | -3.4% | -1.2% | -3.5% |
| 30D | -2.0% | -7.4% | +5.4% | +0.5% |
| 3M | +17.8% | +57.5% | -39.7% | -2.0% |
| 6M | +23.7% | +64.0% | -40.3% | +0.3% |
| YTD | +28.2% | +44.3% | -16.1% | +7.8% |
| 1Y | +64.0% | +10.9% | +53.1% | +51.2% |
| 3Y | +99.4% | +37.5% | +61.9% | +60.8% |
| 5Y | +19.3% | -39.7% | +59.0% | +29.3% |
| All | +149.7% | +435.2% | -285.5% | +20.4% |
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