+1,453.4%
ZBRA vs IBN
+1,491.4%
-38.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -2.2% |
| 7D | +2.6% | -2.2% | +4.8% | +3.1% |
| 30D | -6.4% | -2.3% | -4.1% | -5.9% |
| 3M | +51.3% | +15.9% | +35.4% | +46.1% |
| 6M | +60.5% | +5.6% | +54.9% | +58.3% |
| YTD | +45.2% | -0.1% | +45.3% | +45.2% |
| 1Y | +12.3% | -6.5% | +18.9% | +13.9% |
| 3Y | +37.5% | +29.3% | +8.2% | +28.7% |
| 5Y | -39.2% | +56.6% | -95.8% | -45.5% |
| 10Y | +417.0% | +314.4% | +102.6% | +261.2% |
| All | +1,453.4% | +1,491.4% | -38.0% | +574.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling