-40.9%
OPEN vs ZYBT
+106.6%
-147.5%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -2.3% |
| 7D | -2.9% | -3.7% | +0.8% | -2.9% |
| 30D | -13.8% | -12.8% | -1.0% | -13.8% |
| 3M | -30.9% | +76.2% | -107.1% | -30.0% |
| 6M | -40.9% | +109.3% | -150.3% | -41.6% |
| All | -40.9% | +106.6% | -147.5% | -41.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling