+37.4%
ZTS vs SEI
+507.3%
-469.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -4.1% | -0.8% |
| 7D | -2.0% | +10.2% | -12.2% | -2.5% |
| 30D | +1.9% | -1.0% | +2.9% | +1.8% |
| 3M | -4.0% | -27.9% | +23.9% | -2.7% |
| 6M | -39.1% | +10.4% | -49.5% | -40.2% |
| YTD | -38.8% | +20.1% | -58.9% | -40.5% |
| 1Y | -49.6% | +109.7% | -159.3% | -53.2% |
| 3Y | -59.0% | +458.6% | -517.6% | -66.8% |
| 5Y | -61.8% | +775.3% | -837.0% | -71.4% |
| All | +37.4% | +507.3% | -469.9% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling