-62.8%
ZTS vs BTG
+75.0%
-137.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.5% |
| 7D | -4.5% | -5.5% | +1.0% | -4.3% |
| 30D | -3.3% | +6.1% | -9.4% | -3.6% |
| 3M | -9.7% | +38.6% | -48.4% | -11.5% |
| 6M | -38.8% | +0.7% | -39.5% | -38.8% |
| YTD | -41.2% | +20.3% | -61.5% | -42.5% |
| 1Y | -50.3% | +25.0% | -75.4% | -51.9% |
| 3Y | -59.1% | +97.3% | -156.4% | -63.2% |
| 5Y | -62.8% | +78.3% | -141.1% | -65.8% |
| All | -62.8% | +75.0% | -137.7% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling