-79.5%
ZYBT vs EXR
+1.1%
-80.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -2.4% |
| 7D | -6.9% | -2.6% | -4.4% | -9.2% |
| 30D | -31.8% | -7.2% | -24.6% | -36.9% |
| 3M | +94.0% | -3.5% | +97.5% | +78.4% |
| 6M | +99.0% | -5.3% | +104.3% | +69.0% |
| YTD | +40.0% | +9.4% | +30.6% | +31.8% |
| 1Y | -79.5% | +1.3% | -80.9% | -82.8% |
| All | -79.5% | +1.1% | -80.6% | -82.8% |
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