+156.6%
EXPE vs ZBRA
+36.8%
+119.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.8% | -5.1% | -6.7% |
| 7D | -9.8% | +2.6% | -12.3% | -10.6% |
| 30D | -11.5% | -6.4% | -5.1% | -9.2% |
| 3M | +21.7% | +51.3% | -29.6% | +0.6% |
| 6M | +10.4% | +60.5% | -50.1% | -12.1% |
| YTD | -2.5% | +45.2% | -47.7% | -19.0% |
| 1Y | +27.3% | +12.3% | +15.0% | +17.0% |
| All | +156.6% | +36.8% | +119.8% | +91.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling