+23.4%
ZBH vs ZYBT
-37.3%
+60.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.0% |
| 7D | +9.6% | -3.5% | +13.1% | +9.6% |
| 30D | +19.1% | +24.3% | -5.2% | +19.2% |
| 3M | +9.1% | -41.5% | +50.7% | +9.1% |
| 6M | +29.4% | +58.6% | -29.2% | +31.2% |
| YTD | +19.8% | +20.0% | -0.2% | +24.7% |
| 1Y | +23.4% | -35.2% | +58.6% | +32.6% |
| All | +23.4% | -37.3% | +60.6% | +32.6% |
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