+360.5%
BE vs ZYBT
-83.2%
+443.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +7.3% |
| 7D | +20.0% | -6.9% | +26.9% | +19.9% |
| 30D | +7.9% | -31.8% | +39.7% | +7.7% |
| 3M | -13.2% | +94.0% | -107.2% | -5.3% |
| 6M | +53.5% | +99.0% | -45.6% | +59.6% |
| YTD | +191.0% | +40.0% | +151.0% | +222.9% |
| 1Y | +360.5% | -79.5% | +440.1% | +573.7% |
| All | +360.5% | -83.2% | +443.7% | +573.7% |
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