-83.2%
ZYBT vs SPY
+18.1%
-101.3%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.3% |
| 7D | -3.7% | -0.8% | -3.0% | -3.9% |
| 30D | 0.0% | -1.1% | +1.1% | -0.3% |
| 3M | +72.2% | +3.9% | +68.4% | +69.3% |
| 6M | +103.1% | +13.6% | +89.5% | +53.9% |
| YTD | +34.8% | +12.7% | +22.1% | +4.9% |
| 1Y | -83.2% | +17.5% | -100.7% | -92.2% |
| All | -83.2% | +18.1% | -101.3% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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