+23.4%
ZBH vs EXPD
+39.7%
-16.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +2.3% |
| 7D | +11.3% | -5.5% | +16.7% | +11.7% |
| 30D | +21.5% | -1.9% | +23.4% | +21.3% |
| 3M | +12.5% | +6.1% | +6.4% | +11.3% |
| 6M | +32.3% | +21.6% | +10.7% | +29.1% |
| YTD | +21.4% | +27.9% | -6.4% | +14.4% |
| All | +23.4% | +39.7% | -16.3% | +12.5% |
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