+27.7%
ZBRA vs ZYBT
-42.3%
+70.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.9% |
| 7D | -13.6% | -3.5% | -10.1% | -13.6% |
| 30D | -11.5% | +15.1% | -26.6% | -11.5% |
| 3M | -9.9% | +7.0% | -16.9% | -9.8% |
| 6M | +48.6% | +37.7% | +10.9% | +51.6% |
| YTD | +36.9% | +19.1% | +17.8% | +38.7% |
| 1Y | +27.7% | -38.3% | +66.0% | +36.8% |
| All | +27.7% | -42.3% | +70.0% | +36.8% |
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