-59.2%
ZTS vs BTG
+94.1%
-153.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.6% |
| 7D | -4.5% | -5.5% | +1.0% | -4.5% |
| 30D | -3.3% | +6.1% | -9.4% | -3.3% |
| 3M | -9.7% | +38.6% | -48.4% | -9.7% |
| 6M | -38.8% | +0.7% | -39.5% | -38.1% |
| YTD | -41.2% | +20.3% | -61.5% | -41.4% |
| 1Y | -50.3% | +25.0% | -75.4% | -50.8% |
| All | -59.2% | +94.1% | -153.3% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling