-62.8%
ZTS vs UUUU
+111.0%
-173.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.3% |
| 7D | -4.5% | -5.0% | +0.5% | -4.3% |
| 30D | -3.3% | -7.8% | +4.5% | -3.0% |
| 3M | -9.7% | -0.4% | -9.3% | -10.0% |
| 6M | -38.8% | -32.9% | -6.0% | -38.0% |
| YTD | -41.2% | -6.3% | -34.9% | -42.1% |
| 1Y | -50.3% | +7.9% | -58.2% | -52.2% |
| 3Y | -59.1% | +85.2% | -144.3% | -63.7% |
| 5Y | -62.8% | +97.0% | -159.7% | -67.9% |
| All | -62.8% | +111.0% | -173.8% | -67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling