-26.7%
ZTS vs PSLV
+7.9%
-34.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.0% | +1.5% | +7.6% |
| 7D | +15.4% | -2.6% | +18.1% | +15.2% |
| 30D | +25.8% | -14.2% | +39.9% | +25.1% |
| 3M | +18.1% | -12.2% | +30.3% | +17.6% |
| 6M | -19.7% | -28.1% | +8.3% | -20.4% |
| YTD | -27.5% | -28.2% | +0.7% | -29.5% |
| 1Y | -26.7% | +9.1% | -35.8% | -26.8% |
| All | -26.7% | +7.9% | -34.6% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling