+508.4%
ZBRA vs EXR
+3,081.1%
-2,572.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | +0.6% | -0.4% | +1.0% | +0.8% |
| 30D | -14.0% | +18.2% | -32.2% | -19.4% |
| 3M | -14.7% | +7.3% | -22.0% | -17.1% |
| 6M | +31.3% | +13.8% | +17.5% | +24.3% |
| YTD | +33.4% | +25.9% | +7.5% | +21.4% |
| 1Y | +34.1% | +25.8% | +8.3% | +22.1% |
| 3Y | +59.9% | +53.7% | +6.2% | +33.1% |
| 5Y | -45.3% | -1.8% | -43.5% | -46.7% |
| 10Y | +384.4% | +214.5% | +169.9% | +203.7% |
| All | +508.4% | +3,081.1% | -2,572.6% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling