+49.5%
JBL vs ZYBT
-83.2%
+132.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.5% |
| 7D | +3.0% | -6.9% | +10.0% | +3.0% |
| 30D | -8.3% | -31.8% | +23.5% | -8.2% |
| 3M | -16.9% | +94.0% | -110.9% | -18.0% |
| 6M | +21.8% | +99.0% | -77.3% | +18.4% |
| YTD | +36.3% | +40.0% | -3.7% | +34.6% |
| 1Y | +49.5% | -79.5% | +129.0% | +61.2% |
| All | +49.5% | -83.2% | +132.7% | +61.2% |
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