-26.7%
ZTS vs TRU
+2.1%
-28.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.6% | +2.9% | +6.3% |
| 7D | +15.4% | +10.5% | +4.9% | +12.6% |
| 30D | +25.8% | +28.7% | -2.9% | +18.4% |
| 3M | +18.1% | +0.7% | +17.4% | +17.1% |
| 6M | -19.7% | +19.3% | -39.1% | -23.7% |
| YTD | -27.5% | -3.7% | -23.8% | -28.1% |
| 1Y | -26.7% | +3.4% | -30.1% | -30.8% |
| All | -26.7% | +2.1% | -28.8% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling