+34.3%
TRV vs ZYBT
-83.2%
+117.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.3% |
| 7D | -0.1% | -6.9% | +6.8% | -0.2% |
| 30D | -3.4% | -31.8% | +28.4% | -3.4% |
| 3M | +26.4% | +94.0% | -67.6% | +26.8% |
| 6M | +19.3% | +99.0% | -79.7% | +20.5% |
| YTD | +28.3% | +40.0% | -11.7% | +29.6% |
| 1Y | +34.3% | -79.5% | +113.8% | +34.8% |
| All | +34.3% | -83.2% | +117.5% | +34.8% |
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