+280.3%
ASX vs ZYBT
-58.9%
+339.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -1.0% |
| 7D | +5.2% | -3.7% | +9.0% | +5.2% |
| 30D | +0.5% | 0.0% | +0.5% | +0.5% |
| 3M | +8.3% | +72.2% | -63.9% | +12.3% |
| 6M | +82.0% | +103.1% | -21.1% | +86.6% |
| YTD | +147.6% | +34.8% | +112.8% | +156.1% |
| 1Y | +258.8% | -83.2% | +342.0% | +287.4% |
| All | +280.3% | -58.9% | +339.2% | +283.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling