-62.4%
ZTS vs QID
-80.7%
+18.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.2% |
| 7D | -3.8% | -1.9% | -1.8% | -4.2% |
| 30D | -2.0% | +1.7% | -3.7% | -1.6% |
| 3M | -10.2% | -3.9% | -6.3% | -10.8% |
| 6M | -39.4% | -30.0% | -9.4% | -44.6% |
| YTD | -40.8% | -28.2% | -12.6% | -45.4% |
| 1Y | -50.1% | -35.6% | -14.5% | -55.1% |
| 3Y | -58.9% | -74.3% | +15.4% | -70.6% |
| 5Y | -62.4% | -80.8% | +18.5% | -73.1% |
| All | -62.4% | -80.7% | +18.3% | -73.1% |
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