+844.7%
WDC vs ZYBT
-57.8%
+902.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.3% | -5.7% | -4.4% |
| 7D | +4.4% | -2.5% | +6.9% | +4.4% |
| 30D | +5.3% | -1.2% | +6.5% | +5.3% |
| 3M | -5.9% | +76.7% | -82.6% | -7.7% |
| 6M | +73.2% | +103.6% | -30.3% | +67.8% |
| YTD | +167.8% | +38.3% | +129.6% | +162.3% |
| 1Y | +386.0% | -84.7% | +470.7% | +395.8% |
| All | +844.7% | -57.8% | +902.5% | +772.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling