+205.7%
ZTS vs TRV
+588.9%
-383.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +5.6% | +2.0% | +3.5% | +4.8% |
| 30D | +12.1% | +6.7% | +5.4% | +9.5% |
| 3M | +11.3% | +9.4% | +1.9% | +7.6% |
| 6M | +14.3% | +37.7% | -23.4% | +1.0% |
| YTD | -31.9% | +40.6% | -72.5% | -40.3% |
| 1Y | -29.3% | +42.4% | -71.7% | -38.2% |
| 3Y | -48.0% | +148.1% | -196.2% | -64.1% |
| 5Y | -58.9% | +181.7% | -240.6% | -73.6% |
| 10Y | +81.7% | +352.6% | -270.9% | -10.7% |
| All | +205.7% | +588.9% | -383.2% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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