-9.4%
BITO vs ZTS
-62.3%
+53.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | +1.1% | -3.8% | +4.8% | +2.5% |
| 30D | +21.8% | -2.0% | +23.8% | +22.5% |
| 3M | +25.0% | -10.2% | +35.2% | +29.4% |
| 6M | +11.3% | -39.4% | +50.8% | +34.3% |
| YTD | -12.7% | -40.8% | +28.1% | +6.3% |
| 1Y | -32.3% | -50.1% | +17.8% | -10.8% |
| 3Y | +150.3% | -58.9% | +209.2% | +253.8% |
| All | -9.4% | -62.3% | +53.0% | +35.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling