+154.8%
EXPE vs ZBH
-19.7%
+174.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -11.5% | -4.9% | -6.6% | -10.4% |
| 30D | -13.1% | -3.2% | -9.8% | -12.2% |
| 3M | +18.1% | +5.8% | +12.3% | +17.1% |
| 6M | +13.3% | +2.0% | +11.3% | +12.8% |
| YTD | -3.2% | +5.8% | -9.0% | -4.6% |
| 1Y | +26.1% | -7.9% | +34.1% | +26.9% |
| All | +154.8% | -19.7% | +174.5% | +164.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 3y: compounded portfolio wealth divided by compounded ZBH 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…
3y analysis · Full analysis span regression · 6 months rolling