+309.8%
BE vs ZYBT
-79.2%
+389.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.5% | +9.2% | +6.7% |
| 7D | +9.0% | -3.7% | +12.8% | +9.0% |
| 30D | +16.3% | 0.0% | +16.3% | +16.3% |
| 3M | +10.8% | +72.2% | -61.4% | +22.1% |
| 6M | +73.2% | +103.1% | -29.9% | +77.4% |
| YTD | +217.4% | +34.8% | +182.6% | +252.7% |
| 1Y | +309.8% | -83.2% | +393.0% | +513.2% |
| All | +309.8% | -79.2% | +389.0% | +513.2% |
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 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