+55.5%
ZTS vs TRMB
+118.7%
-63.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -4.5% | -5.4% | +0.9% | -2.6% |
| 30D | -3.3% | -2.0% | -1.3% | -2.7% |
| 3M | -9.7% | +12.3% | -22.1% | -13.8% |
| 6M | -38.8% | -17.6% | -21.2% | -34.7% |
| YTD | -41.2% | -27.5% | -13.7% | -34.5% |
| 1Y | -50.3% | -29.1% | -21.2% | -44.4% |
| 3Y | -59.1% | +11.5% | -70.6% | -62.7% |
| 5Y | -62.8% | -39.5% | -23.3% | -58.3% |
| All | +55.5% | +118.7% | -63.2% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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