-38.3%
ZYBT vs EXR
+28.1%
-66.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.1% | -0.8% | +4.6% |
| 7D | -3.5% | +11.3% | -14.8% | +4.8% |
| 30D | +15.1% | +21.2% | -6.0% | +33.3% |
| 3M | +7.0% | +8.7% | -1.7% | +11.1% |
| 6M | +37.7% | +18.2% | +19.5% | +36.1% |
| YTD | +19.1% | +27.9% | -8.8% | +14.1% |
| 1Y | -38.3% | +28.3% | -66.6% | -40.3% |
| All | -38.3% | +28.1% | -66.3% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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