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  • AG vs ZYBT✓SelectedUSD · ZYBTAG vs ZYBT performance historyLatest closeAs of-2.93%09/11
Stock and ETF performance explorer

AG vs ZYBT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+88.6%
ZYBT return
-79.2%
Excess return
+167.8%
Maximum drawdown
-53.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioZYBTExcessAlpha
1D-2.9%-2.5%-0.4%-2.9%
7D-6.7%-3.7%-3.0%-6.7%
30D+2.2%0.0%+2.2%+2.2%
3M+15.7%+72.2%-56.5%+16.3%
6M-23.8%+103.1%-126.9%-24.2%
YTD+17.6%+34.8%-17.1%+18.4%
1Y+88.6%-83.2%+171.8%+99.1%
All+88.6%-79.2%+167.8%+99.1%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling