+82.1%
EEM vs ZM
+55.9%
+26.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.3% | -1.4% | +1.6% |
| 7D | +2.3% | +2.9% | -0.6% | +2.1% |
| 30D | +4.5% | +0.7% | +3.8% | +4.4% |
| 3M | -0.1% | -3.7% | +3.6% | +0.1% |
| 6M | +16.9% | +29.9% | -12.9% | +13.9% |
| YTD | +26.2% | +17.4% | +8.8% | +23.7% |
| 1Y | +40.5% | +22.4% | +18.1% | +37.1% |
| 3Y | +86.2% | +41.3% | +44.9% | +78.3% |
| 5Y | +45.5% | -66.0% | +111.5% | +45.2% |
| All | +82.1% | +55.9% | +26.3% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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