+55.7%
ZTS vs TRI
+196.2%
-140.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -0.6% |
| 7D | -3.7% | -7.9% | +4.1% | -0.4% |
| 30D | -0.8% | -4.5% | +3.7% | +0.7% |
| 3M | -9.7% | +22.1% | -31.8% | -18.8% |
| 6M | -38.4% | -2.8% | -35.6% | -39.4% |
| YTD | -41.1% | -23.4% | -17.7% | -35.4% |
| 1Y | -50.6% | -41.5% | -9.1% | -37.1% |
| 3Y | -59.1% | -19.2% | -39.9% | -58.3% |
| 5Y | -62.7% | -9.4% | -53.3% | -65.0% |
| All | +55.7% | +196.2% | -140.5% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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