+1,683.6%
BE vs ZTS
-49.6%
+1,733.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.7% | +8.2% | +11.5% |
| 7D | -1.2% | -1.0% | -0.2% | -0.7% |
| 30D | -30.9% | +10.8% | -41.7% | -31.5% |
| 3M | -11.6% | +14.1% | -25.7% | -13.0% |
| 6M | -25.7% | +0.8% | -26.5% | -25.2% |
| YTD | +123.1% | -33.1% | +156.2% | +153.0% |
| 1Y | +43.4% | -30.0% | +73.4% | +59.6% |
| 3Y | +1,683.6% | -49.5% | +1,733.1% | +1,996.8% |
| All | +1,683.6% | -49.6% | +1,733.2% | +1,996.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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