-58.7%
ZTS vs TE
-82.5%
+23.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.1% | +1.1% |
| 7D | +5.6% | -19.1% | +24.6% | +5.9% |
| 30D | +12.1% | -34.1% | +46.2% | +12.7% |
| 3M | +11.3% | -60.1% | +71.4% | +12.7% |
| 6M | +14.3% | -66.0% | +80.3% | +14.9% |
| YTD | -31.9% | -71.4% | +39.5% | -31.7% |
| 1Y | -29.3% | -45.3% | +16.0% | -30.8% |
| 3Y | -48.0% | +9.1% | -57.2% | -53.8% |
| All | -58.7% | -82.5% | +23.8% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 5y: compounded portfolio wealth divided by compounded TE 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…
5y analysis · Full analysis span regression · 6 months rolling