+88.3%
EXPE vs ZBRA
-40.4%
+128.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.2% |
| 7D | -11.5% | -1.8% | -9.7% | -10.8% |
| 30D | -13.1% | -8.8% | -4.3% | -9.7% |
| 3M | +18.1% | +47.2% | -29.1% | -1.5% |
| 6M | +13.3% | +61.3% | -48.0% | -10.2% |
| YTD | -3.2% | +42.0% | -45.2% | -19.0% |
| 1Y | +26.1% | +10.5% | +15.7% | +16.5% |
| 3Y | +151.7% | +34.5% | +117.2% | +103.1% |
| 5Y | +88.3% | -40.3% | +128.6% | +100.0% |
| All | +88.3% | -40.4% | +128.7% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling