-59.0%
ZTS vs SPXU
-79.8%
+20.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | 0.0% |
| 7D | -3.8% | +1.3% | -5.0% | -3.5% |
| 30D | -2.0% | +5.1% | -7.2% | -0.9% |
| 3M | -10.2% | -9.1% | -1.1% | -11.8% |
| 6M | -39.4% | -29.6% | -9.8% | -43.5% |
| YTD | -40.8% | -27.7% | -13.1% | -44.3% |
| 1Y | -50.1% | -37.0% | -13.2% | -54.2% |
| All | -59.0% | -79.8% | +20.9% | -71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling