-29.6%
ZTS vs XRT
+15.8%
-45.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | -0.6% | +4.1% | -4.7% | -3.5% |
| 30D | +11.0% | +9.9% | +1.0% | +3.5% |
| 3M | +10.9% | +2.3% | +8.7% | +9.0% |
| 6M | +0.9% | +9.6% | -8.7% | -6.5% |
| YTD | -33.0% | +9.1% | -42.1% | -37.8% |
| 1Y | -29.6% | +16.2% | -45.9% | -38.5% |
| All | -29.6% | +15.8% | -45.4% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling