+3.7%
F vs ZTS
-26.9%
+30.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.5% | -4.6% | +1.7% |
| 7D | +6.0% | +15.4% | -9.4% | +3.5% |
| 30D | +4.3% | +25.8% | -21.5% | +0.5% |
| 3M | -10.1% | +18.1% | -28.2% | -12.6% |
| 6M | +12.8% | -19.7% | +32.5% | +18.2% |
| YTD | -0.1% | -27.5% | +27.4% | +10.8% |
| 1Y | +3.7% | -26.7% | +30.4% | +14.4% |
| All | +3.7% | -26.9% | +30.6% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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