+37.5%
ZBRA vs IBN
+27.4%
+10.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | 0.0% | +1.1% |
| 7D | -3.4% | -3.0% | -0.4% | -2.1% |
| 30D | -7.4% | -1.5% | -5.9% | -6.8% |
| 3M | +57.5% | +7.9% | +49.6% | +52.6% |
| 6M | +64.0% | +8.6% | +55.3% | +58.2% |
| YTD | +44.3% | -0.6% | +44.8% | +44.3% |
| 1Y | +10.9% | -7.3% | +18.2% | +13.3% |
| 3Y | +37.5% | +26.2% | +11.3% | +22.8% |
| All | +37.5% | +27.4% | +10.1% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling