-83.2%
ZYBT vs BG
+53.0%
-136.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.4% |
| 7D | -3.7% | +3.1% | -6.8% | -5.7% |
| 30D | 0.0% | +10.2% | -10.2% | -7.4% |
| 3M | +72.2% | -1.7% | +73.9% | +62.0% |
| 6M | +103.1% | +1.0% | +102.2% | +89.1% |
| YTD | +34.8% | +39.9% | -5.1% | +44.8% |
| 1Y | -83.2% | +53.2% | -136.4% | -78.7% |
| All | -83.2% | +53.0% | -136.1% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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