+9.6%
ZM vs ZYBT
-42.3%
+51.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | 0.0% |
| 7D | -8.4% | -3.5% | -4.9% | -8.4% |
| 30D | -1.9% | +15.1% | -17.0% | -1.9% |
| 3M | -10.1% | +7.0% | -17.1% | -10.1% |
| 6M | -13.9% | +37.7% | -51.6% | -12.2% |
| YTD | +6.4% | +19.1% | -12.7% | +11.4% |
| 1Y | +9.6% | -38.3% | +47.8% | +39.9% |
| All | +9.6% | -42.3% | +51.9% | +39.9% |
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