-6.1%
PATH vs ZTS
-58.8%
+52.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.6% | -16.0% | -16.4% |
| 7D | -16.3% | -2.0% | -14.3% | -15.8% |
| 30D | +9.9% | +1.9% | +8.0% | +8.8% |
| 3M | +30.2% | -4.0% | +34.2% | +31.2% |
| 6M | +37.2% | -39.1% | +76.3% | +60.3% |
| YTD | -7.3% | -38.8% | +31.5% | +7.7% |
| 1Y | +40.0% | -49.6% | +89.6% | +79.7% |
| All | -6.1% | -58.8% | +52.7% | +34.7% |
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