+22.4%
ZM vs ZYBT
-83.2%
+105.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.5% | +3.3% |
| 7D | +2.9% | -6.9% | +9.9% | +2.9% |
| 30D | +0.7% | -31.8% | +32.5% | +0.7% |
| 3M | -3.7% | +94.0% | -97.7% | -3.4% |
| 6M | +29.9% | +99.0% | -69.1% | +28.9% |
| YTD | +17.4% | +40.0% | -22.6% | +16.9% |
| 1Y | +22.4% | -79.5% | +101.9% | +20.1% |
| All | +22.4% | -83.2% | +105.6% | +20.1% |
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