-58.7%
ZTS vs SEI
+889.7%
-948.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.0% |
| 7D | +5.6% | +10.5% | -4.9% | +5.4% |
| 30D | +12.1% | -8.0% | +20.1% | +12.0% |
| 3M | +11.3% | +6.7% | +4.5% | +10.7% |
| 6M | +14.3% | -17.0% | +31.3% | +14.4% |
| YTD | -31.9% | +39.7% | -71.5% | -33.3% |
| 1Y | -29.3% | +43.2% | -72.4% | -30.9% |
| 3Y | -48.0% | +676.3% | -724.4% | -55.2% |
| All | -58.7% | +889.7% | -948.5% | -62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling