-26.7%
ZTS vs QLD
+13.1%
-39.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.9% | +5.6% | +7.6% |
| 7D | +15.4% | -9.4% | +24.8% | +15.0% |
| 30D | +25.8% | -17.1% | +42.8% | +25.2% |
| 3M | +18.1% | -10.4% | +28.5% | +17.7% |
| 6M | -19.7% | +0.7% | -20.5% | -22.0% |
| YTD | -27.5% | +17.7% | -45.3% | -32.6% |
| 1Y | -26.7% | +14.7% | -41.4% | -31.8% |
| All | -26.7% | +13.1% | -39.9% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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