-68.1%
ZYBT vs EXR
-1.6%
-66.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.4% |
| 7D | -3.7% | -1.2% | -2.6% | -3.8% |
| 30D | 0.0% | -6.2% | +6.2% | -0.6% |
| 3M | +72.2% | -7.4% | +79.6% | +70.7% |
| 6M | +103.1% | -0.5% | +103.7% | +93.6% |
| YTD | +34.8% | +8.1% | +26.7% | +23.8% |
| 1Y | -83.2% | -2.9% | -80.3% | -83.9% |
| All | -68.1% | -1.6% | -66.5% | -73.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling