+177.5%
HOOD vs ZYBT
-58.9%
+236.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | -7.8% | -3.7% | -4.1% | -7.8% |
| 30D | +18.6% | 0.0% | +18.6% | +18.6% |
| 3M | +22.1% | +72.2% | -50.2% | +22.2% |
| 6M | +43.1% | +103.1% | -60.1% | +40.8% |
| YTD | -0.5% | +34.8% | -35.3% | -0.7% |
| 1Y | -4.4% | -83.2% | +78.8% | -1.2% |
| All | +177.5% | -58.9% | +236.4% | +133.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling