+13.3%
IWM vs ZTS
-32.6%
+45.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.3% | +4.3% | +1.4% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -1.5% | +11.7% | -13.2% | -2.5% |
| 3M | -8.0% | +3.5% | -11.5% | -8.2% |
| 6M | -4.1% | -27.6% | +23.5% | +1.4% |
| YTD | +11.9% | -35.5% | +47.4% | +22.9% |
| All | +13.3% | -32.6% | +45.9% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling