+58.8%
ZM vs EMB
+30.1%
+28.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.5% |
| 7D | +10.0% | -0.7% | +10.7% | +10.9% |
| 30D | -0.5% | +0.5% | -1.0% | -1.1% |
| 3M | -7.1% | -2.5% | -4.6% | -4.3% |
| 6M | -5.1% | -2.0% | -3.1% | -2.8% |
| YTD | +13.2% | -0.9% | +14.1% | +14.3% |
| 1Y | +15.3% | -0.3% | +15.7% | +15.7% |
| All | +58.8% | +30.1% | +28.7% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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