-67.3%
ZYBT vs EXR
-2.4%
-64.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | -2.5% | -3.2% | +0.8% | -2.7% |
| 30D | -1.2% | -6.9% | +5.6% | -1.9% |
| 3M | +76.7% | -7.8% | +84.5% | +74.5% |
| 6M | +103.6% | -4.9% | +108.5% | +96.0% |
| YTD | +38.3% | +7.2% | +31.1% | +26.9% |
| 1Y | -84.7% | -1.5% | -83.2% | -85.6% |
| All | -67.3% | -2.4% | -64.9% | -72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling