+6.7%
ZBRA vs IRE
-97.3%
+104.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +3.9% | +1.5% |
| 7D | -9.5% | -15.5% | +6.0% | -9.6% |
| 30D | -15.6% | -70.4% | +54.8% | -13.0% |
| 3M | -13.2% | -81.6% | +68.4% | -9.6% |
| 6M | +44.5% | -94.7% | +139.2% | +54.5% |
| YTD | +34.5% | -91.8% | +126.3% | +34.4% |
| 1Y | +25.9% | -97.6% | +123.4% | +36.3% |
| All | +6.7% | -97.3% | +104.0% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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