+145.4%
NET vs ZYBT
-57.3%
+202.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.7% | -2.0% |
| 7D | -7.0% | -6.9% | 0.0% | -7.0% |
| 30D | -4.8% | -31.8% | +27.0% | -4.8% |
| 3M | +3.8% | +94.0% | -90.1% | +4.9% |
| 6M | +50.0% | +99.0% | -49.0% | +49.7% |
| YTD | +41.5% | +40.0% | +1.5% | +42.5% |
| 1Y | +32.8% | -79.5% | +112.4% | +40.3% |
| All | +145.4% | -57.3% | +202.7% | +129.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling