+52.2%
IBB vs ZYBT
-58.4%
+110.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -3.9% | -3.7% | -0.2% | -3.9% |
| 30D | +2.7% | -12.8% | +15.5% | +2.7% |
| 3M | +21.4% | +76.2% | -54.9% | +22.9% |
| 6M | +20.1% | +109.3% | -89.3% | +20.6% |
| YTD | +21.9% | +36.5% | -14.7% | +23.3% |
| 1Y | +44.1% | -84.0% | +128.1% | +51.0% |
| All | +52.2% | -58.4% | +110.6% | +49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling