+95.3%
WELL vs ZYBT
-58.4%
+153.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.6% |
| 7D | -1.1% | -3.7% | +2.6% | -1.1% |
| 30D | +0.7% | -12.8% | +13.5% | +0.8% |
| 3M | +14.5% | +76.2% | -61.7% | +14.1% |
| 6M | +14.4% | +109.3% | -94.9% | +14.3% |
| YTD | +28.5% | +36.5% | -8.1% | +28.1% |
| 1Y | +41.8% | -84.0% | +125.8% | +40.8% |
| All | +95.3% | -58.4% | +153.6% | +87.5% |
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