+76.7%
ZTS vs BIL
+25.6%
+51.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -1.0% | +0.1% | -1.1% | -0.8% |
| 30D | +10.8% | 0.0% | +10.8% | +10.3% |
| 3M | +14.1% | +0.6% | +13.5% | +14.6% |
| 6M | +0.8% | +1.5% | -0.8% | +2.7% |
| YTD | -33.1% | +2.8% | -35.9% | -31.1% |
| 1Y | -30.0% | +3.3% | -33.3% | -27.6% |
| 3Y | -49.5% | +13.4% | -62.9% | -47.3% |
| 5Y | -60.2% | +19.8% | -80.1% | -60.2% |
| All | +76.7% | +25.6% | +51.1% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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