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  • IRE vs ZYBT✓SelectedUSD · ZYBTIRE vs ZYBT performance historyLatest closeAs of+10.24%09/08
Stock and ETF performance explorer

IRE vs ZYBT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-82.0%
ZYBT return
-38.8%
Excess return
-43.2%
Maximum drawdown
-95.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioZYBTExcessAlpha
1D+10.2%-1.9%+12.1%+10.3%
7D+58.9%-4.2%+63.1%+59.1%
30D+17.2%-16.4%+33.6%+17.8%
3M-58.6%+82.9%-141.5%-68.9%
6M-23.5%+110.7%-134.1%-48.7%
YTD-47.4%+37.4%-84.8%-59.5%
All-82.0%-38.8%-43.2%-84.6%

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