+297.0%
ASX vs ZYBT
-58.4%
+355.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +3.5% |
| 7D | +11.1% | -3.7% | +14.8% | +11.1% |
| 30D | +9.6% | -12.8% | +22.4% | +9.6% |
| 3M | +18.6% | +76.2% | -57.6% | +23.0% |
| 6M | +92.1% | +109.3% | -17.2% | +96.8% |
| YTD | +158.5% | +36.5% | +122.0% | +167.4% |
| 1Y | +271.9% | -84.0% | +355.9% | +302.1% |
| All | +297.0% | -58.4% | +355.3% | +300.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling