+153.5%
EXPE vs ZS
+0.9%
+152.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.6% | -3.3% | -6.7% |
| 7D | -9.8% | -9.2% | -0.5% | -7.6% |
| 30D | -11.5% | -4.0% | -7.5% | -11.1% |
| 3M | +21.7% | +25.3% | -3.6% | +13.8% |
| 6M | +10.4% | -1.3% | +11.7% | +5.2% |
| YTD | -2.5% | -28.0% | +25.5% | +2.1% |
| 1Y | +27.3% | -42.5% | +69.8% | +41.8% |
| 3Y | +153.5% | +0.7% | +152.8% | +95.2% |
| All | +153.5% | +0.9% | +152.6% | +95.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling