+200.7%
ZTS vs BIL
+25.4%
+175.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.6% | +0.1% | -0.7% | -0.4% |
| 30D | +11.0% | 0.0% | +11.0% | +10.7% |
| 3M | +10.9% | +0.6% | +10.3% | +11.8% |
| 6M | +0.9% | +1.5% | -0.6% | +3.2% |
| YTD | -33.0% | +2.8% | -35.8% | -30.6% |
| 1Y | -29.6% | +3.3% | -32.9% | -26.7% |
| 3Y | -49.0% | +13.4% | -62.4% | -44.5% |
| 5Y | -59.5% | +19.8% | -79.3% | -55.7% |
| 10Y | +77.0% | +25.7% | +51.4% | +108.4% |
| All | +200.7% | +25.4% | +175.3% | +254.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling