-9.1%
ZBH vs EXPD
+55.4%
-64.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -3.7% |
| 7D | -5.2% | -0.9% | -4.3% | -5.1% |
| 30D | -2.4% | +4.1% | -6.5% | -2.9% |
| 3M | +8.3% | +13.8% | -5.5% | +6.5% |
| 6M | +0.7% | +27.3% | -26.6% | -2.4% |
| YTD | +5.3% | +25.4% | -20.1% | +1.1% |
| 1Y | -9.1% | +54.4% | -63.4% | -19.6% |
| All | -9.1% | +55.4% | -64.5% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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