+37.3%
ZBRA vs EXPD
+69.2%
-31.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.0% |
| 7D | +1.8% | -1.1% | +2.9% | +2.4% |
| 30D | -1.7% | +4.1% | -5.8% | -3.8% |
| 3M | +47.8% | +17.9% | +29.9% | +36.3% |
| 6M | +56.7% | +29.2% | +27.5% | +37.7% |
| YTD | +49.4% | +27.4% | +22.0% | +29.0% |
| 1Y | +16.5% | +56.8% | -40.3% | -13.5% |
| All | +37.3% | +69.2% | -31.9% | -8.0% |
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