+174.6%
ZTS vs TRMB
+89.3%
+85.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -2.0% | -2.5% | +0.5% | -1.2% |
| 30D | +1.9% | +1.5% | +0.4% | +1.3% |
| 3M | -4.0% | +6.8% | -10.8% | -6.3% |
| 6M | -39.1% | -14.9% | -24.2% | -36.2% |
| YTD | -38.8% | -24.1% | -14.7% | -33.9% |
| 1Y | -49.6% | -25.4% | -24.2% | -45.4% |
| 3Y | -59.0% | +8.0% | -67.0% | -61.4% |
| 5Y | -61.8% | -37.3% | -24.4% | -58.5% |
| 10Y | +61.4% | +116.8% | -55.4% | +24.7% |
| All | +174.6% | +89.3% | +85.3% | +115.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling