-26.7%
ZTS vs BEN
+56.2%
-83.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.7% | +2.8% | +6.2% |
| 7D | +15.4% | +6.7% | +8.7% | +13.6% |
| 30D | +25.8% | +3.0% | +22.7% | +24.7% |
| 3M | +18.1% | -4.3% | +22.4% | +19.2% |
| 6M | -19.7% | +16.4% | -36.1% | -24.3% |
| YTD | -27.5% | +46.8% | -74.3% | -36.8% |
| 1Y | -26.7% | +57.3% | -84.1% | -36.9% |
| All | -26.7% | +56.2% | -83.0% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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