+55.7%
ZTS vs UUUU
+465.5%
-409.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.1% | +0.4% |
| 7D | -3.7% | -10.5% | +6.8% | -3.1% |
| 30D | -0.8% | -10.5% | +9.7% | -0.2% |
| 3M | -9.7% | -14.1% | +4.4% | -9.2% |
| 6M | -38.4% | -35.5% | -2.9% | -37.3% |
| YTD | -41.1% | -10.9% | -30.2% | -41.9% |
| 1Y | -50.6% | +3.4% | -54.0% | -52.3% |
| 3Y | -59.1% | +73.1% | -132.3% | -63.2% |
| 5Y | -62.7% | +87.1% | -149.9% | -67.6% |
| All | +55.7% | +465.5% | -409.8% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling