+91.3%
QQQ vs ZTS
-59.2%
+150.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -1.0% |
| 7D | -1.3% | -4.5% | +3.2% | -0.7% |
| 30D | -1.4% | -3.3% | +1.9% | -1.0% |
| 3M | +2.3% | -9.7% | +12.0% | +3.6% |
| 6M | +16.9% | -38.8% | +55.7% | +26.6% |
| YTD | +15.6% | -41.2% | +56.8% | +26.2% |
| 1Y | +22.6% | -50.3% | +72.9% | +38.8% |
| All | +91.3% | -59.2% | +150.5% | +124.2% |
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