-40.7%
ZTS vs SOLS
+25.7%
-66.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +5.6% | +14.0% | -8.4% | +5.6% |
| 30D | +12.1% | +10.0% | +2.1% | +12.0% |
| 3M | +11.3% | +5.8% | +5.5% | +11.0% |
| 6M | +14.3% | -25.2% | +39.5% | +15.1% |
| YTD | -31.9% | +36.5% | -68.4% | -31.8% |
| 1Y | -29.3% | +45.0% | -74.3% | -29.6% |
| All | -40.7% | +25.7% | -66.5% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 3y: compounded portfolio wealth divided by compounded SOLS 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…
3y analysis · Full analysis span regression · 6 months rolling