-36.7%
ZS vs EXR
+1.1%
-37.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.9% |
| 7D | -7.8% | -2.6% | -5.3% | -8.6% |
| 30D | +5.0% | -7.2% | +12.2% | +2.6% |
| 3M | +25.5% | -3.5% | +29.0% | +24.6% |
| 6M | +8.7% | -5.3% | +14.0% | +7.1% |
| YTD | -24.5% | +9.4% | -33.9% | -23.1% |
| 1Y | -36.7% | +1.3% | -38.0% | -35.9% |
| All | -36.7% | +1.1% | -37.8% | -35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling