+55.7%
ZTS vs SU
+267.2%
-211.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.7% | +2.2% | -6.0% | -4.1% |
| 30D | -0.8% | +8.4% | -9.2% | -2.0% |
| 3M | -9.7% | +12.1% | -21.8% | -11.5% |
| 6M | -38.4% | +19.7% | -58.1% | -40.4% |
| YTD | -41.1% | +58.4% | -99.5% | -45.6% |
| 1Y | -50.6% | +67.2% | -117.9% | -54.8% |
| 3Y | -59.1% | +125.0% | -184.2% | -64.8% |
| 5Y | -62.7% | +355.1% | -417.8% | -72.3% |
| All | +55.7% | +267.2% | -211.5% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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