+68.3%
HAL vs ZYBT
-83.2%
+151.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.6% |
| 7D | +2.9% | -6.9% | +9.9% | +2.9% |
| 30D | +17.0% | -31.8% | +48.8% | +17.0% |
| 3M | -9.7% | +94.0% | -103.6% | -9.2% |
| 6M | +8.6% | +99.0% | -90.4% | +9.6% |
| YTD | +33.0% | +40.0% | -7.0% | +32.9% |
| 1Y | +68.3% | -79.5% | +147.9% | +57.3% |
| All | +68.3% | -83.2% | +151.5% | +57.3% |
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