+55.5%
ZTS vs SPXU
-99.5%
+155.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.5% | -0.1% |
| 7D | -4.5% | +6.4% | -10.9% | -2.7% |
| 30D | -3.3% | +5.9% | -9.3% | -1.5% |
| 3M | -9.7% | -11.7% | +1.9% | -12.8% |
| 6M | -38.8% | -28.7% | -10.2% | -44.1% |
| YTD | -41.2% | -26.4% | -14.8% | -45.5% |
| 1Y | -50.3% | -35.2% | -15.1% | -55.3% |
| 3Y | -59.1% | -79.8% | +20.7% | -72.3% |
| 5Y | -62.8% | -86.1% | +23.3% | -74.1% |
| All | +55.5% | -99.5% | +155.0% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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