-59.1%
ZTS vs UUUU
+74.5%
-133.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.1% | +0.1% |
| 7D | -3.7% | -10.5% | +6.8% | -3.7% |
| 30D | -0.8% | -10.5% | +9.7% | -0.8% |
| 3M | -9.7% | -14.1% | +4.4% | -9.6% |
| 6M | -38.4% | -35.5% | -2.9% | -38.2% |
| YTD | -41.1% | -10.9% | -30.2% | -41.2% |
| 1Y | -50.6% | +3.4% | -54.0% | -50.8% |
| 3Y | -59.1% | +73.1% | -132.3% | -59.9% |
| All | -59.1% | +74.5% | -133.7% | -59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling