+55.7%
ZTS vs TRGP
+863.3%
-807.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.2% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | -0.8% | +8.0% | -8.8% | -1.8% |
| 3M | -9.7% | +8.3% | -18.0% | -10.8% |
| 6M | -38.4% | +23.9% | -62.3% | -40.3% |
| YTD | -41.1% | +59.6% | -100.7% | -44.8% |
| 1Y | -50.6% | +79.4% | -130.1% | -54.6% |
| 3Y | -59.1% | +269.4% | -328.6% | -66.2% |
| 5Y | -62.7% | +641.6% | -704.4% | -71.9% |
| All | +55.7% | +863.3% | -807.5% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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