-21.8%
PATH vs ZTS
-49.5%
+27.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.9% | +4.2% | -1.4% |
| 7D | -5.6% | +4.9% | -10.5% | -7.0% |
| 30D | -0.7% | +15.9% | -16.6% | -5.1% |
| 3M | -5.9% | +11.1% | -17.0% | -9.2% |
| 6M | +21.6% | -26.0% | +47.6% | +30.7% |
| YTD | -20.6% | -33.3% | +12.6% | -11.3% |
| 1Y | -10.6% | -30.3% | +19.7% | -2.4% |
| All | -21.8% | -49.5% | +27.8% | -5.1% |
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