-67.5%
ZYBT vs CASY
+86.3%
-153.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | +0.4% |
| 7D | -4.2% | -4.4% | +0.1% | -0.9% |
| 30D | -16.4% | -12.0% | -4.4% | -8.4% |
| 3M | +82.9% | -2.3% | +85.2% | +99.2% |
| 6M | +110.7% | +10.5% | +100.1% | +109.9% |
| YTD | +37.4% | +33.0% | +4.4% | +19.5% |
| 1Y | -80.6% | +41.1% | -121.8% | -83.8% |
| All | -67.5% | +86.3% | -153.8% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CASY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling