+71.6%
ADI vs ZYBT
-57.8%
+129.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.0% |
| 7D | +1.3% | -2.5% | +3.8% | +1.3% |
| 30D | -6.0% | -1.2% | -4.7% | -6.0% |
| 3M | -7.7% | +76.7% | -84.4% | -7.3% |
| 6M | +14.0% | +103.6% | -89.6% | +12.9% |
| YTD | +34.4% | +38.3% | -3.9% | +34.6% |
| 1Y | +48.0% | -84.7% | +132.7% | +58.5% |
| All | +71.6% | -57.8% | +129.5% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 all: compounded portfolio wealth divided by compounded ZYBT 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…
all analysis · Full analysis span regression · 6 months rolling