+0.3%
ZBH vs EXPD
+75.3%
-74.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.2% |
| 7D | -2.3% | +5.5% | -7.8% | -3.2% |
| 30D | +12.5% | -0.8% | +13.3% | +12.4% |
| 3M | +3.9% | +4.1% | -0.2% | +2.9% |
| 6M | +25.4% | +25.7% | -0.2% | +19.5% |
| YTD | +15.7% | +31.4% | -15.7% | +8.4% |
| 1Y | +15.2% | +42.2% | -27.0% | +5.8% |
| 3Y | +0.3% | +77.2% | -76.8% | -14.7% |
| All | +0.3% | +75.3% | -74.9% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling