+156.8%
BITO vs ZTS
-59.2%
+216.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -3.4% | -3.7% | +0.3% | -2.8% |
| 30D | +21.4% | -0.8% | +22.2% | +21.5% |
| 3M | +20.5% | -9.7% | +30.2% | +22.5% |
| 6M | +7.4% | -38.4% | +45.8% | +18.6% |
| YTD | -13.9% | -41.1% | +27.2% | -3.8% |
| 1Y | -35.1% | -50.6% | +15.6% | -24.0% |
| 3Y | +156.8% | -59.1% | +216.0% | +231.4% |
| All | +156.8% | -59.2% | +216.0% | +231.4% |
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