+205.7%
ZTS vs QID
-99.8%
+305.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +1.9% |
| 7D | +5.6% | -7.1% | +12.7% | +3.3% |
| 30D | +12.1% | +12.6% | -0.6% | +17.1% |
| 3M | +11.3% | +14.2% | -3.0% | +17.0% |
| 6M | +14.3% | +6.2% | +8.1% | +17.8% |
| YTD | -31.9% | -21.8% | -10.1% | -36.2% |
| 1Y | -29.3% | -23.1% | -6.1% | -34.0% |
| 3Y | -48.0% | -71.3% | +23.3% | -63.6% |
| 5Y | -58.9% | -77.0% | +18.1% | -69.6% |
| 10Y | +81.7% | -99.0% | +180.7% | -49.2% |
| All | +205.7% | -99.8% | +305.5% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling