+2,378.8%
ZBRA vs AEIS
+2,641.0%
-262.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.8% | -5.6% | -3.4% |
| 7D | +2.6% | +8.1% | -5.6% | +0.8% |
| 30D | -6.4% | -11.1% | +4.8% | -4.2% |
| 3M | +51.3% | -5.6% | +56.9% | +51.5% |
| 6M | +60.5% | -0.6% | +61.1% | +57.5% |
| YTD | +45.2% | +38.0% | +7.2% | +31.8% |
| 1Y | +12.3% | +87.2% | -74.9% | -5.0% |
| 3Y | +37.5% | +179.7% | -142.2% | +6.3% |
| 5Y | -39.2% | +241.7% | -280.9% | -54.9% |
| 10Y | +417.0% | +547.2% | -130.2% | +225.8% |
| All | +2,378.8% | +2,641.0% | -262.3% | +923.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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