+87.8%
ZTS vs TRGP
+822.5%
-734.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | +5.6% | +12.4% | -6.8% | +4.0% |
| 30D | +12.1% | +2.6% | +9.5% | +11.5% |
| 3M | +11.3% | +11.9% | -0.6% | +9.4% |
| 6M | +14.3% | +13.9% | +0.4% | +12.0% |
| YTD | -31.9% | +64.2% | -96.1% | -36.6% |
| 1Y | -29.3% | +78.5% | -107.8% | -34.9% |
| 3Y | -48.0% | +272.9% | -321.0% | -57.2% |
| 5Y | -58.9% | +510.7% | -569.6% | -68.4% |
| All | +87.8% | +822.5% | -734.7% | +25.4% |
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