+50.0%
EXPE vs ZS
-31.8%
+81.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.3% | +10.8% | +10.6% |
| 7D | +14.6% | -12.3% | +26.9% | +16.6% |
| 30D | +21.4% | +11.2% | +10.2% | +18.8% |
| 3M | +1.4% | +37.5% | -36.1% | -5.3% |
| 6M | +28.6% | +57.8% | -29.2% | +10.1% |
| YTD | +12.1% | -0.2% | +12.4% | +8.2% |
| 1Y | +50.0% | -31.6% | +81.6% | +61.1% |
| All | +50.0% | -31.8% | +81.8% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 1y: compounded portfolio wealth divided by compounded ZS 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…
1y analysis · Full analysis span regression · 6 months rolling