-59.2%
ZTS vs ZBRA
+33.4%
-92.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -4.5% | -3.8% | -0.7% | -3.8% |
| 30D | -3.3% | -10.2% | +6.9% | -1.4% |
| 3M | -9.7% | +58.7% | -68.4% | -19.5% |
| 6M | -38.8% | +61.9% | -100.8% | -46.0% |
| YTD | -41.2% | +41.7% | -82.9% | -46.7% |
| 1Y | -50.3% | +12.4% | -62.7% | -52.5% |
| All | -59.2% | +33.4% | -92.6% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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