-49.6%
ZTS vs QSR
+33.2%
-82.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | +2.4% | -4.4% | -2.5% |
| 30D | +1.9% | +7.6% | -5.7% | +0.4% |
| 3M | -4.0% | +12.6% | -16.6% | -6.4% |
| 6M | -39.1% | +14.4% | -53.5% | -41.4% |
| YTD | -38.8% | +19.6% | -58.4% | -41.8% |
| 1Y | -49.6% | +33.9% | -83.4% | -51.8% |
| All | -49.6% | +33.2% | -82.8% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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