+166.5%
ZTS vs BTG
+76.5%
+90.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.9% | -0.1% | -2.9% |
| 7D | -4.8% | +4.8% | -9.6% | -4.9% |
| 30D | +1.2% | +8.3% | -7.1% | +1.0% |
| 3M | -6.0% | +32.3% | -38.3% | -6.7% |
| 6M | -38.7% | +3.0% | -41.7% | -38.9% |
| YTD | -40.6% | +21.9% | -62.5% | -41.1% |
| 1Y | -50.6% | +28.2% | -78.8% | -51.2% |
| 3Y | -58.7% | +99.9% | -158.6% | -60.0% |
| 5Y | -62.8% | +73.6% | -136.4% | -63.9% |
| 10Y | +56.2% | +136.5% | -80.3% | +52.7% |
| All | +166.5% | +76.5% | +90.0% | +158.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling