-79.5%
ZYBT vs BTG
+38.4%
-117.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.3% |
| 7D | -6.9% | -0.9% | -6.1% | -7.0% |
| 30D | -31.8% | +36.8% | -68.6% | -29.1% |
| 3M | +94.0% | +23.1% | +70.9% | +115.8% |
| 6M | +99.0% | +3.5% | +95.5% | +121.3% |
| YTD | +40.0% | +25.5% | +14.5% | +49.1% |
| 1Y | -79.5% | +40.1% | -119.6% | -73.3% |
| All | -79.5% | +38.4% | -117.9% | -73.3% |
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