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  • ZYBT vs BG✓SelectedUSD · BGZYBT vs BG performance historyLatest closeAs of-2.52%09/11
Stock and ETF performance explorer

ZYBT vs BG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+72.2%
BG return
-4.6%
Excess return
+76.9%
Maximum drawdown
-84.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioBGExcessAlpha
1D-2.5%-1.7%-0.8%+3.0%
7D-3.7%+3.1%-6.8%-13.9%
30D0.0%+10.2%-10.2%-38.9%
3M+72.2%-1.7%+73.9%-6.0%
All+72.2%-4.6%+76.9%-6.0%

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 3mo: 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…

3mo analysis · Full analysis span regression · Available span rolling