-59.3%
ZTS vs QID
-77.9%
+18.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.6% |
| 7D | +1.0% | -11.8% | +12.8% | -1.8% |
| 30D | +12.4% | +14.2% | -1.8% | +16.6% |
| 3M | +13.6% | +8.8% | +4.8% | +16.6% |
| 6M | +9.3% | +1.5% | +7.8% | +10.6% |
| YTD | -32.6% | -23.8% | -8.8% | -36.5% |
| 1Y | -30.0% | -22.0% | -8.0% | -33.6% |
| 3Y | -48.7% | -71.9% | +23.2% | -62.4% |
| 5Y | -59.3% | -77.6% | +18.3% | -69.7% |
| All | -59.3% | -77.9% | +18.6% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling