+17.8%
AVGO vs ZYBT
-83.2%
+101.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.2% |
| 7D | -3.0% | -6.9% | +4.0% | -2.9% |
| 30D | -14.4% | -31.8% | +17.3% | -14.4% |
| 3M | -14.4% | +94.0% | -108.4% | -15.9% |
| 6M | +13.1% | +99.0% | -85.9% | +9.7% |
| YTD | +3.8% | +40.0% | -36.2% | +1.8% |
| 1Y | +17.8% | -79.5% | +97.3% | +21.9% |
| All | +17.8% | -83.2% | +101.0% | +21.9% |
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