+330.6%
AEM vs ZBRA
+33.4%
+297.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -5.0% | -3.8% | -1.3% | -4.8% |
| 30D | +8.5% | -10.2% | +18.6% | +9.2% |
| 3M | +29.3% | +58.7% | -29.4% | +25.1% |
| 6M | -12.9% | +61.9% | -74.8% | -15.8% |
| YTD | +16.8% | +41.7% | -24.9% | +13.0% |
| 1Y | +29.8% | +12.4% | +17.5% | +27.1% |
| All | +330.6% | +33.4% | +297.2% | +288.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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