-38.3%
ZYBT vs BTG
+24.4%
-62.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.7% | -6.5% | +2.5% |
| 7D | -3.5% | -0.2% | -3.3% | -3.6% |
| 30D | +15.1% | -0.8% | +15.9% | +15.2% |
| 3M | +7.0% | +31.8% | -24.8% | +11.2% |
| 6M | +37.7% | +20.4% | +17.3% | +50.2% |
| YTD | +19.1% | +14.7% | +4.4% | +20.2% |
| 1Y | -38.3% | +29.4% | -67.6% | -37.2% |
| All | -38.3% | +24.4% | -62.7% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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