+127.7%
EXPE vs ZBRA
+382.3%
-254.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -2.0% |
| 7D | -0.5% | +0.6% | -1.1% | -0.8% |
| 30D | -6.1% | -14.0% | +7.9% | -0.2% |
| 3M | -21.3% | -14.7% | -6.7% | -16.4% |
| 6M | +19.0% | +31.3% | -12.3% | +3.5% |
| YTD | -8.4% | +33.4% | -41.9% | -21.4% |
| 1Y | -2.8% | +34.1% | -36.9% | -16.7% |
| 3Y | +120.8% | +59.9% | +60.8% | +67.5% |
| 5Y | +46.2% | -45.3% | +91.4% | +65.0% |
| All | +127.7% | +382.3% | -254.6% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling