+910.3%
XBI vs ZBRA
+706.4%
+203.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -4.6% | -3.8% | -0.8% | -3.2% |
| 30D | -0.8% | -10.2% | +9.4% | +3.1% |
| 3M | +21.8% | +58.7% | -36.9% | -0.2% |
| 6M | +23.2% | +61.9% | -38.7% | -1.0% |
| YTD | +28.7% | +41.7% | -12.9% | +7.7% |
| 1Y | +67.8% | +12.4% | +55.4% | +52.4% |
| 3Y | +100.6% | +34.2% | +66.5% | +61.7% |
| 5Y | +19.8% | -40.8% | +60.6% | +30.0% |
| 10Y | +159.7% | +420.3% | -260.5% | +6.4% |
| All | +910.3% | +706.4% | +203.9% | +152.1% |
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