-45.2%
ZBRA vs EXR
-1.8%
-43.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.8% |
| 7D | +0.6% | -0.4% | +1.0% | +0.8% |
| 30D | -14.0% | +18.2% | -32.2% | -21.0% |
| 3M | -14.7% | +7.3% | -22.0% | -17.8% |
| 6M | +31.3% | +13.8% | +17.5% | +22.1% |
| YTD | +33.4% | +25.9% | +7.5% | +17.4% |
| 1Y | +34.1% | +25.8% | +8.3% | +18.0% |
| 3Y | +59.9% | +53.7% | +6.2% | +20.7% |
| All | -45.2% | -1.8% | -43.4% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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