+47.3%
EXPE vs ZS
-45.5%
+92.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.5% | -2.6% | +2.1% | +0.2% |
| 30D | -6.1% | -12.8% | +6.7% | -2.9% |
| 3M | -21.3% | +2.3% | -23.6% | -23.2% |
| 6M | +19.0% | +26.3% | -7.3% | +5.1% |
| YTD | -8.4% | -14.4% | +6.0% | -9.8% |
| 1Y | -2.8% | -37.6% | +34.8% | +5.1% |
| 3Y | +120.8% | +8.0% | +112.7% | +91.7% |
| All | +47.3% | -45.5% | +92.7% | +32.6% |
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