+31.4%
UNH vs ZYBT
-83.2%
+114.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.9% |
| 7D | +1.1% | -6.9% | +8.0% | +1.1% |
| 30D | -3.8% | -31.8% | +28.0% | -3.8% |
| 3M | +0.7% | +94.0% | -93.2% | +1.9% |
| 6M | +37.9% | +99.0% | -61.1% | +39.0% |
| YTD | +21.9% | +40.0% | -18.1% | +23.8% |
| 1Y | +31.4% | -79.5% | +110.9% | +40.7% |
| All | +31.4% | -83.2% | +114.6% | +40.7% |
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