-50.3%
ZTS vs SPXU
-34.8%
-15.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.5% | -0.3% |
| 7D | -4.5% | +6.4% | -10.9% | -3.4% |
| 30D | -3.3% | +5.9% | -9.3% | -2.2% |
| 3M | -9.7% | -11.7% | +1.9% | -12.1% |
| 6M | -38.8% | -28.7% | -10.2% | -43.7% |
| YTD | -41.2% | -26.4% | -14.8% | -45.2% |
| 1Y | -50.3% | -35.2% | -15.1% | -55.3% |
| All | -50.3% | -34.8% | -15.5% | -55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling