+85.9%
ZTS vs BEN
+58.0%
+27.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +1.0% | +11.3% | -10.3% | -2.3% |
| 30D | +12.4% | +15.0% | -2.6% | +7.8% |
| 3M | +13.6% | +7.8% | +5.7% | +10.9% |
| 6M | +9.3% | +15.5% | -6.2% | +4.1% |
| YTD | -32.6% | +55.4% | -88.0% | -41.5% |
| 1Y | -30.0% | +63.3% | -93.3% | -40.2% |
| 3Y | -48.7% | +83.4% | -132.2% | -58.6% |
| 5Y | -59.3% | +28.1% | -87.4% | -64.3% |
| All | +85.9% | +58.0% | +27.8% | +37.5% |
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