+1,744.2%
TER vs ZTS
+54.3%
+1,689.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +5.9% |
| 7D | +11.0% | -4.8% | +15.7% | +13.9% |
| 30D | -1.9% | +1.2% | -3.1% | -3.7% |
| 3M | -0.7% | -6.0% | +5.4% | 0.0% |
| 6M | +36.4% | -38.7% | +75.1% | +76.0% |
| YTD | +92.4% | -40.6% | +133.1% | +152.4% |
| 1Y | +213.5% | -50.6% | +264.1% | +359.4% |
| 3Y | +277.2% | -58.7% | +336.0% | +508.4% |
| 5Y | +219.1% | -62.8% | +282.0% | +447.0% |
| 10Y | +1,744.2% | +56.2% | +1,688.1% | +1,374.2% |
| All | +1,744.2% | +54.3% | +1,689.9% | +1,374.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling