+200.7%
ZTS vs BEN
+35.8%
+164.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.2% |
| 7D | -0.6% | +12.1% | -12.8% | -4.1% |
| 30D | +11.0% | +13.4% | -2.4% | +6.7% |
| 3M | +10.9% | +9.4% | +1.6% | +7.8% |
| 6M | +0.9% | +19.3% | -18.3% | -5.1% |
| YTD | -33.0% | +57.3% | -90.2% | -42.3% |
| 1Y | -29.6% | +69.1% | -98.7% | -40.8% |
| 3Y | -49.0% | +85.6% | -134.7% | -59.3% |
| 5Y | -59.5% | +32.9% | -92.4% | -64.9% |
| 10Y | +77.0% | +58.3% | +18.7% | +31.7% |
| All | +200.7% | +35.8% | +164.9% | +138.0% |
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