+166.5%
ZTS vs TRGP
+776.2%
-609.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.4% | -3.1% |
| 7D | -4.8% | -0.6% | -4.2% | -4.7% |
| 30D | +1.2% | +14.6% | -13.3% | -0.4% |
| 3M | -6.0% | +11.9% | -18.0% | -7.4% |
| 6M | -38.7% | +25.3% | -64.0% | -40.5% |
| YTD | -40.6% | +61.9% | -102.5% | -44.1% |
| 1Y | -50.6% | +87.3% | -137.9% | -54.4% |
| 3Y | -58.7% | +268.0% | -326.7% | -65.2% |
| 5Y | -62.8% | +638.2% | -701.0% | -71.2% |
| 10Y | +56.2% | +821.9% | -765.7% | +7.5% |
| All | +166.5% | +776.2% | -609.7% | +51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling