-44.8%
ZTS vs Q
+66.4%
-111.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.3% | -9.6% | -3.2% |
| 7D | -0.4% | +0.3% | -0.7% | -0.3% |
| 30D | +11.7% | -9.8% | +21.5% | +11.7% |
| 3M | +3.5% | -12.2% | +15.7% | +3.5% |
| 6M | -27.6% | -21.6% | -6.0% | -27.6% |
| YTD | -35.5% | +43.6% | -79.0% | -36.6% |
| 1Y | -32.1% | +25.7% | -57.8% | -37.1% |
| All | -44.8% | +66.4% | -111.2% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling