-68.1%
ZYBT vs BTG
+116.4%
-184.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.5% |
| 7D | -3.7% | -3.8% | 0.0% | -3.8% |
| 30D | 0.0% | +3.6% | -3.6% | +0.1% |
| 3M | +72.2% | +32.0% | +40.2% | +80.4% |
| 6M | +103.1% | +3.4% | +99.8% | +118.3% |
| YTD | +34.8% | +20.8% | +14.0% | +40.8% |
| 1Y | -83.2% | +22.4% | -105.6% | -82.4% |
| All | -68.1% | +116.4% | -184.5% | -63.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling