+205.7%
ZTS vs BEN
+34.8%
+170.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +5.6% | +6.8% | -1.2% | +3.4% |
| 30D | +12.1% | +18.0% | -5.9% | +6.5% |
| 3M | +11.3% | +7.5% | +3.8% | +8.7% |
| 6M | +14.3% | +14.7% | -0.4% | +8.9% |
| YTD | -31.9% | +56.1% | -88.0% | -41.2% |
| 1Y | -29.3% | +69.6% | -98.8% | -40.6% |
| 3Y | -48.0% | +87.7% | -135.7% | -58.7% |
| 5Y | -58.9% | +28.6% | -87.5% | -64.0% |
| 10Y | +81.7% | +59.8% | +21.9% | +34.6% |
| All | +205.7% | +34.8% | +170.9% | +142.4% |
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