+36.0%
WBD vs ZYBT
-45.9%
+81.9%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | +19.6% | -4.8% | +14.2% |
| 7D | +14.8% | +19.6% | -4.8% | +14.2% |
| 30D | +14.8% | +19.6% | -4.8% | +14.2% |
| 3M | +14.8% | +19.6% | -4.8% | +14.2% |
| 6M | +13.3% | +35.4% | -22.1% | +12.8% |
| YTD | +7.4% | +3.5% | +3.9% | +6.3% |
| All | +36.0% | -45.9% | +81.9% | +25.9% |
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 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 · Available span rolling