+87.8%
ZTS vs O
+80.9%
+6.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.4% |
| 7D | +5.6% | -0.4% | +5.9% | +5.7% |
| 30D | +12.1% | +7.1% | +5.0% | +8.9% |
| 3M | +11.3% | -5.2% | +16.5% | +13.9% |
| 6M | +14.3% | -1.8% | +16.1% | +15.2% |
| YTD | -31.9% | +9.1% | -40.9% | -34.2% |
| 1Y | -29.3% | +9.7% | -38.9% | -31.9% |
| 3Y | -48.0% | +39.1% | -87.2% | -54.7% |
| 5Y | -58.9% | +8.4% | -67.2% | -60.5% |
| All | +87.8% | +80.9% | +6.9% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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