-29.7%
ZTS vs EXR
+27.0%
-56.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.4% |
| 7D | -1.0% | +2.7% | -3.7% | -2.2% |
| 30D | +10.8% | +18.9% | -8.2% | +2.3% |
| 3M | +14.1% | +8.4% | +5.7% | +9.7% |
| 6M | +0.8% | +14.3% | -13.6% | -5.5% |
| YTD | -33.1% | +27.2% | -60.3% | -40.6% |
| All | -29.7% | +27.0% | -56.7% | -38.3% |
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