+91.1%
EXPE vs ZS
-42.6%
+133.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.6% | -3.3% | -6.6% |
| 7D | -9.8% | -9.2% | -0.5% | -7.3% |
| 30D | -11.5% | -4.0% | -7.5% | -11.1% |
| 3M | +21.7% | +25.3% | -3.6% | +13.2% |
| 6M | +10.4% | -1.3% | +11.7% | +5.3% |
| YTD | -2.5% | -28.0% | +25.5% | +2.0% |
| 1Y | +27.3% | -42.5% | +69.8% | +41.6% |
| 3Y | +153.5% | +0.7% | +152.8% | +126.9% |
| 5Y | +91.1% | -42.3% | +133.4% | +84.8% |
| All | +91.1% | -42.6% | +133.7% | +84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling