-55.8%
FIG vs ZYBT
-83.2%
+27.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.1% | -4.4% |
| 7D | -16.3% | -6.9% | -9.4% | -16.3% |
| 30D | -14.3% | -31.8% | +17.5% | -14.3% |
| 3M | +7.2% | +94.0% | -86.8% | +6.6% |
| 6M | -18.6% | +99.0% | -117.6% | -19.5% |
| YTD | -35.5% | +40.0% | -75.5% | -34.5% |
| 1Y | -55.8% | -79.5% | +23.8% | -50.3% |
| All | -55.8% | -83.2% | +27.4% | -50.3% |
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