+2.0%
IBKR vs ZYBT
-37.3%
+39.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.7% | -7.3% | -6.6% |
| 7D | -11.1% | -3.5% | -7.6% | -11.0% |
| 30D | -19.7% | +24.3% | -44.0% | -19.8% |
| 3M | -18.0% | -41.5% | +23.6% | -17.9% |
| 6M | -13.2% | +58.6% | -71.8% | -13.4% |
| YTD | +13.4% | +20.0% | -6.6% | +11.4% |
| 1Y | +2.0% | -35.2% | +37.2% | +3.3% |
| All | +2.0% | -37.3% | +39.3% | +3.3% |
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 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