+3,133.3%
EMR vs ZBRA
+9,227.6%
-6,094.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.4% |
| 7D | -1.5% | +1.8% | -3.3% | -1.9% |
| 30D | -5.6% | -1.7% | -3.9% | -5.3% |
| 3M | +7.9% | +47.8% | -39.8% | -2.3% |
| 6M | +6.0% | +56.7% | -50.7% | -5.6% |
| YTD | +16.4% | +49.4% | -32.9% | +4.3% |
| 1Y | +16.6% | +16.5% | +0.1% | +10.3% |
| 3Y | +62.9% | +31.5% | +31.4% | +47.7% |
| 5Y | +60.1% | -38.6% | +98.7% | +67.0% |
| 10Y | +268.7% | +421.0% | -152.2% | +146.4% |
| All | +3,133.3% | +9,227.6% | -6,094.3% | +1,350.6% |
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