-62.4%
ZTS vs TRGP
+639.4%
-701.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.2% |
| 7D | -3.8% | -0.7% | -3.0% | -3.6% |
| 30D | -2.0% | +9.5% | -11.5% | -3.6% |
| 3M | -10.2% | +10.8% | -21.0% | -12.0% |
| 6M | -39.4% | +25.3% | -64.7% | -42.1% |
| YTD | -40.8% | +60.3% | -101.1% | -46.0% |
| 1Y | -50.1% | +84.6% | -134.7% | -55.9% |
| 3Y | -58.9% | +264.4% | -323.2% | -69.8% |
| 5Y | -62.4% | +636.6% | -698.9% | -74.3% |
| All | -62.4% | +639.4% | -701.8% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling