+41.9%
GILD vs ZYBT
-25.1%
+67.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.7% |
| 7D | -2.7% | +10.9% | -13.7% | -2.7% |
| 30D | +12.8% | -10.1% | +22.9% | +12.8% |
| 3M | +25.7% | -5.6% | +31.3% | +25.7% |
| 6M | +28.7% | +52.5% | -23.8% | +30.3% |
| YTD | +40.8% | +32.2% | +8.6% | +44.4% |
| 1Y | +41.9% | -28.3% | +70.2% | +48.2% |
| All | +41.9% | -25.1% | +67.0% | +48.2% |
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