+255.4%
IOVA vs ZYBT
-79.2%
+334.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.5% | +8.2% | +5.7% |
| 7D | -2.2% | -3.7% | +1.6% | -2.2% |
| 30D | +27.6% | 0.0% | +27.6% | +27.6% |
| 3M | +117.2% | +72.2% | +44.9% | +117.3% |
| 6M | +77.7% | +103.1% | -25.5% | +77.7% |
| YTD | +215.0% | +34.8% | +180.2% | +216.1% |
| 1Y | +255.4% | -83.2% | +338.5% | +263.9% |
| All | +255.4% | -79.2% | +334.6% | +263.9% |
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