+166.5%
ZTS vs UUUU
+72.0%
+94.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.0% |
| 7D | -4.8% | +2.8% | -7.6% | -4.9% |
| 30D | +1.2% | +3.4% | -2.2% | +1.0% |
| 3M | -6.0% | -3.9% | -2.1% | -6.2% |
| 6M | -38.7% | -23.2% | -15.6% | -38.3% |
| YTD | -40.6% | +0.6% | -41.2% | -41.8% |
| 1Y | -50.6% | +22.9% | -73.5% | -52.7% |
| 3Y | -58.7% | +98.6% | -157.4% | -63.0% |
| 5Y | -62.8% | +130.2% | -193.1% | -68.0% |
| 10Y | +56.2% | +519.5% | -463.3% | +14.4% |
| All | +166.5% | +72.0% | +94.5% | +102.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling