+42.2%
HBM vs ZYBT
-37.7%
+79.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +3.6% |
| 7D | -5.8% | -3.5% | -2.3% | -5.8% |
| 30D | -18.5% | +15.1% | -33.6% | -18.5% |
| 3M | -10.3% | +7.0% | -17.3% | -10.3% |
| 6M | +2.1% | +37.7% | -35.6% | +1.0% |
| YTD | +12.0% | +19.1% | -7.1% | +12.6% |
| All | +42.2% | -37.7% | +79.9% | +42.8% |
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