+113.2%
WDC vs ZYBT
-42.3%
+155.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.2% | -9.0% | -6.8% |
| 7D | -18.3% | -3.5% | -14.8% | -18.3% |
| 30D | -26.7% | +15.1% | -41.8% | -26.7% |
| 3M | -40.9% | +7.0% | -48.0% | -41.0% |
| 6M | -26.8% | +37.7% | -64.4% | -26.6% |
| YTD | +88.2% | +19.1% | +69.0% | +91.2% |
| 1Y | +113.2% | -38.3% | +151.5% | +133.4% |
| All | +113.2% | -42.3% | +155.5% | +133.4% |
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