-40.3%
ZBRA vs IBB
+20.0%
-60.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.4% |
| 7D | -1.8% | -3.9% | +2.1% | +1.6% |
| 30D | -8.8% | +2.7% | -11.5% | -11.7% |
| 3M | +47.2% | +21.4% | +25.9% | +23.3% |
| 6M | +61.3% | +20.1% | +41.2% | +35.5% |
| YTD | +42.0% | +21.9% | +20.1% | +16.7% |
| 1Y | +10.5% | +44.1% | -33.7% | -22.8% |
| 3Y | +34.5% | +63.4% | -28.9% | -17.4% |
| 5Y | -40.3% | +19.8% | -60.0% | -57.1% |
| All | -40.3% | +20.0% | -60.3% | -57.1% |
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