+174.6%
ZTS vs BEN
+28.7%
+145.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | -1.7% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | +1.9% | -0.5% | +2.5% | +2.0% |
| 3M | -4.0% | +9.7% | -13.7% | -7.1% |
| 6M | -39.1% | +33.9% | -73.0% | -44.8% |
| YTD | -38.8% | +49.0% | -87.8% | -46.4% |
| 1Y | -49.6% | +42.1% | -91.7% | -55.3% |
| 3Y | -59.0% | +51.9% | -110.8% | -65.1% |
| 5Y | -61.8% | +39.0% | -100.8% | -67.4% |
| 10Y | +61.4% | +57.9% | +3.6% | +19.6% |
| All | +174.6% | +28.7% | +145.9% | +121.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling