+58.8%
ZTS vs BEN
+53.7%
+5.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.1% |
| 7D | -3.8% | +3.4% | -7.1% | -4.7% |
| 30D | -2.0% | +1.8% | -3.8% | -2.6% |
| 3M | -10.2% | +8.4% | -18.6% | -12.7% |
| 6M | -39.4% | +35.6% | -75.0% | -45.0% |
| YTD | -40.8% | +46.4% | -87.2% | -47.6% |
| 1Y | -50.1% | +46.3% | -96.4% | -55.9% |
| 3Y | -58.9% | +54.6% | -113.5% | -65.0% |
| 5Y | -62.4% | +39.4% | -101.7% | -67.8% |
| 10Y | +58.8% | +57.6% | +1.2% | +20.3% |
| All | +58.8% | +53.7% | +5.1% | +20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling