+50.1%
IBB vs ZYBT
-57.8%
+107.9%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.4% |
| 7D | -5.2% | -2.5% | -2.8% | -5.2% |
| 30D | +1.5% | -1.2% | +2.7% | +1.5% |
| 3M | +22.1% | +76.7% | -54.5% | +23.7% |
| 6M | +17.7% | +103.6% | -85.9% | +18.4% |
| YTD | +20.2% | +38.3% | -18.1% | +21.6% |
| 1Y | +44.4% | -84.7% | +129.2% | +51.6% |
| All | +50.1% | -57.8% | +107.9% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling