+59.4%
IAG vs ZYBT
-42.3%
+101.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.2% | +8.0% | +10.2% |
| 7D | +1.1% | -3.5% | +4.6% | +1.1% |
| 30D | -5.3% | +15.1% | -20.4% | -5.2% |
| 3M | +18.0% | +7.0% | +11.0% | +18.1% |
| 6M | +7.1% | +37.7% | -30.6% | +10.8% |
| YTD | +5.9% | +19.1% | -13.2% | +13.5% |
| 1Y | +59.4% | -38.3% | +97.7% | +80.8% |
| All | +59.4% | -42.3% | +101.7% | +80.8% |
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