-26.7%
ZTS vs SEI
+18.6%
-45.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -16.9% | +24.4% | +6.2% |
| 7D | +15.4% | -16.4% | +31.9% | +14.1% |
| 30D | +25.8% | -22.9% | +48.6% | +24.2% |
| 3M | +18.1% | -0.3% | +18.4% | +18.1% |
| 6M | -19.7% | -22.3% | +2.6% | -19.3% |
| YTD | -27.5% | +26.2% | -53.7% | -28.0% |
| 1Y | -26.7% | +8.2% | -34.9% | -27.4% |
| All | -26.7% | +18.6% | -45.3% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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