-5.3%
BURL vs ZYBT
-42.3%
+37.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.2% | +5.5% | +7.7% |
| 7D | +10.4% | -3.5% | +13.9% | +10.4% |
| 30D | -4.9% | +15.1% | -20.1% | -5.0% |
| 3M | -29.8% | +7.0% | -36.8% | -29.8% |
| 6M | -16.5% | +37.7% | -54.1% | -17.8% |
| YTD | -10.5% | +19.1% | -29.7% | -15.8% |
| 1Y | -5.3% | -38.3% | +33.0% | -28.1% |
| All | -5.3% | -42.3% | +37.0% | -28.1% |
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 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