+224.0%
TER vs ZTS
-50.5%
+274.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +4.3% |
| 7D | +11.0% | -4.8% | +15.7% | +11.0% |
| 30D | -1.9% | +1.2% | -3.1% | -2.2% |
| 3M | -0.7% | -6.0% | +5.4% | +0.2% |
| 6M | +36.4% | -38.7% | +75.1% | +59.0% |
| YTD | +92.4% | -40.6% | +133.1% | +126.8% |
| All | +224.0% | -50.5% | +274.4% | +307.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling