+55.5%
ZTS vs RUN
+43.4%
+12.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.5% |
| 7D | -4.5% | -3.4% | -1.1% | -4.3% |
| 30D | -3.3% | -14.0% | +10.7% | -2.2% |
| 3M | -9.7% | -27.5% | +17.7% | -7.8% |
| 6M | -38.8% | -29.0% | -9.9% | -37.9% |
| YTD | -41.2% | -53.1% | +11.9% | -38.8% |
| 1Y | -50.3% | -46.7% | -3.6% | -49.3% |
| 3Y | -59.1% | -38.3% | -20.8% | -63.2% |
| 5Y | -62.8% | -80.7% | +17.9% | -64.0% |
| All | +55.5% | +43.4% | +12.1% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling