-27.8%
COIN vs ZTS
-63.0%
+35.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.6% |
| 7D | -5.1% | -3.7% | -1.3% | -2.5% |
| 30D | +17.6% | -0.8% | +18.4% | +17.9% |
| 3M | +9.2% | -9.7% | +19.0% | +15.4% |
| 6M | -11.8% | -38.4% | +26.6% | +21.9% |
| YTD | -22.5% | -41.1% | +18.6% | +11.1% |
| 1Y | -45.9% | -50.6% | +4.7% | -10.0% |
| 3Y | +117.4% | -59.1% | +176.5% | +301.9% |
| All | -27.8% | -63.0% | +35.2% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling