-62.8%
ZTS vs BND
-2.6%
-60.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -4.5% | -0.9% | -3.6% | -3.7% |
| 30D | -3.3% | -1.0% | -2.3% | -2.4% |
| 3M | -9.7% | -1.2% | -8.5% | -8.7% |
| 6M | -38.8% | -2.0% | -36.8% | -37.6% |
| YTD | -41.2% | -1.2% | -40.0% | -40.4% |
| 1Y | -50.3% | -0.5% | -49.8% | -49.9% |
| 3Y | -59.1% | +12.4% | -71.6% | -62.9% |
| 5Y | -62.8% | -2.5% | -60.3% | -62.7% |
| All | -62.8% | -2.6% | -60.2% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 5y: compounded portfolio wealth divided by compounded BND 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…
5y analysis · Full analysis span regression · 6 months rolling