+856.1%
EEM vs ZBRA
+1,191.3%
-335.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +1.2% |
| 7D | +3.1% | +2.6% | +0.5% | +2.1% |
| 30D | +4.9% | -6.4% | +11.2% | +7.2% |
| 3M | +5.2% | +51.3% | -46.1% | -10.8% |
| 6M | +20.7% | +60.5% | -39.8% | -0.6% |
| YTD | +26.5% | +45.2% | -18.7% | +7.0% |
| 1Y | +37.8% | +12.3% | +25.5% | +26.9% |
| 3Y | +91.0% | +37.5% | +53.5% | +54.2% |
| 5Y | +47.0% | -39.2% | +86.2% | +54.1% |
| 10Y | +125.6% | +417.0% | -291.4% | -16.8% |
| All | +856.1% | +1,191.3% | -335.2% | +53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling