+74.2%
ZTS vs FE
+107.4%
-33.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.1% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | +11.7% | +5.2% | +6.5% | +9.7% |
| 3M | +3.5% | 0.0% | +3.5% | +3.3% |
| 6M | -27.6% | +5.0% | -32.7% | -29.1% |
| YTD | -35.5% | +7.9% | -43.4% | -37.5% |
| 1Y | -32.1% | +6.3% | -38.4% | -33.9% |
| 3Y | -49.1% | +46.0% | -95.1% | -56.3% |
| 5Y | -61.0% | +45.6% | -106.7% | -66.8% |
| All | +74.2% | +107.4% | -33.1% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling