+1,849.1%
ZBRA vs IBB
+560.8%
+1,288.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +2.0% |
| 7D | +1.8% | +1.4% | +0.3% | +0.8% |
| 30D | -1.7% | +10.5% | -12.2% | -8.2% |
| 3M | +47.8% | +23.6% | +24.1% | +28.8% |
| 6M | +56.7% | +22.6% | +34.1% | +36.7% |
| YTD | +49.4% | +25.7% | +23.7% | +27.7% |
| 1Y | +16.5% | +51.4% | -34.8% | -11.7% |
| 3Y | +31.5% | +64.4% | -32.9% | -4.9% |
| 5Y | -38.6% | +22.1% | -60.7% | -46.4% |
| 10Y | +421.0% | +132.5% | +288.5% | +209.3% |
| All | +1,849.1% | +560.8% | +1,288.2% | +445.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling