+1,640.9%
ZBRA vs IBB
+562.7%
+1,078.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.4% | +2.2% |
| 7D | +0.6% | -0.5% | +1.1% | +1.0% |
| 30D | -14.0% | +4.6% | -18.6% | -16.6% |
| 3M | -14.7% | +6.8% | -21.5% | -18.9% |
| 6M | +31.3% | +23.1% | +8.2% | +13.8% |
| YTD | +33.4% | +26.0% | +7.4% | +13.4% |
| 1Y | +34.1% | +30.4% | +3.7% | +11.5% |
| 3Y | +59.9% | +85.4% | -25.5% | +6.9% |
| 5Y | -45.3% | +39.7% | -85.0% | -56.0% |
| 10Y | +384.4% | +127.1% | +257.4% | +191.2% |
| All | +1,640.9% | +562.7% | +1,078.2% | +384.7% |
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