-50.6%
ZTS vs TRU
-13.7%
-37.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -3.7% | -2.7% | -1.0% | -3.2% |
| 30D | -0.8% | -2.0% | +1.3% | -0.4% |
| 3M | -9.7% | +18.4% | -28.2% | -13.0% |
| 6M | -38.4% | +8.9% | -47.3% | -39.9% |
| YTD | -41.1% | -8.9% | -32.2% | -40.7% |
| 1Y | -50.6% | -15.9% | -34.7% | -50.7% |
| All | -50.6% | -13.7% | -37.0% | -50.7% |
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