+27.5%
UAL vs ZYBT
-42.3%
+69.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.2% | +5.7% | +8.0% |
| 7D | +11.9% | -3.5% | +15.4% | +11.9% |
| 30D | +5.2% | +15.1% | -9.9% | +5.2% |
| 3M | -12.7% | +7.0% | -19.7% | -12.8% |
| 6M | +28.5% | +37.7% | -9.2% | +28.4% |
| YTD | +3.5% | +19.1% | -15.6% | +1.7% |
| 1Y | +27.5% | -38.3% | +65.8% | +24.8% |
| All | +27.5% | -42.3% | +69.8% | +24.8% |
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