+46.5%
ZTS vs TRU
+228.6%
-182.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.2% | -2.0% |
| 7D | -4.8% | -7.2% | +2.4% | -2.4% |
| 30D | +1.2% | -2.8% | +4.1% | +2.1% |
| 3M | -6.0% | +13.0% | -19.0% | -10.4% |
| 6M | -38.7% | +0.7% | -39.4% | -39.7% |
| YTD | -40.6% | -9.0% | -31.6% | -39.9% |
| 1Y | -50.6% | -16.3% | -34.3% | -48.8% |
| 3Y | -58.7% | -1.1% | -57.7% | -62.4% |
| 5Y | -62.8% | -36.0% | -26.8% | -60.5% |
| 10Y | +56.2% | +139.9% | -83.7% | -2.5% |
| All | +46.5% | +228.6% | -182.1% | -18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling