+96.4%
QQQM vs ZTS
-63.0%
+159.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.6% | -3.7% | +3.2% | +0.5% |
| 30D | -1.2% | -0.8% | -0.4% | -1.2% |
| 3M | -0.1% | -9.7% | +9.6% | +2.5% |
| 6M | +18.0% | -38.4% | +56.3% | +36.1% |
| YTD | +16.7% | -41.1% | +57.8% | +36.8% |
| 1Y | +23.0% | -50.6% | +73.7% | +54.0% |
| 3Y | +93.3% | -59.1% | +152.5% | +155.6% |
| All | +96.4% | -63.0% | +159.4% | +162.8% |
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