-48.0%
ZTS vs SPXU
-80.6%
+32.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +1.3% |
| 7D | +5.6% | -7.6% | +13.1% | +3.9% |
| 30D | +12.1% | +5.3% | +6.8% | +13.9% |
| 3M | +11.3% | +9.6% | +1.6% | +14.1% |
| 6M | +14.3% | -4.5% | +18.8% | +14.3% |
| YTD | -31.9% | -25.9% | -6.0% | -35.1% |
| 1Y | -29.3% | -28.9% | -0.4% | -33.0% |
| 3Y | -48.0% | -80.5% | +32.4% | -63.5% |
| All | -48.0% | -80.6% | +32.5% | -63.5% |
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