-45.2%
ZBRA vs IBB
+39.3%
-84.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.4% | +2.3% |
| 7D | +0.6% | -0.5% | +1.1% | +1.1% |
| 30D | -14.0% | +4.6% | -18.6% | -17.5% |
| 3M | -14.7% | +6.8% | -21.5% | -20.7% |
| 6M | +31.3% | +23.1% | +8.2% | +7.0% |
| YTD | +33.4% | +26.0% | +7.4% | +5.4% |
| 1Y | +34.1% | +30.4% | +3.7% | +2.3% |
| 3Y | +59.9% | +85.4% | -25.5% | -14.5% |
| All | -45.2% | +39.3% | -84.5% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling