+18.7%
ON vs ZTS
-59.8%
+78.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.7% | +5.5% | +7.4% |
| 7D | -1.4% | -1.0% | -0.4% | -0.8% |
| 30D | -10.9% | +10.8% | -21.6% | -15.5% |
| 3M | -14.9% | +14.1% | -28.9% | -21.0% |
| 6M | -33.0% | +0.8% | -33.8% | -34.7% |
| YTD | +27.6% | -33.1% | +60.7% | +55.9% |
| 1Y | +44.5% | -30.0% | +74.5% | +70.8% |
| 3Y | +7.4% | -49.5% | +56.9% | +50.0% |
| 5Y | +18.7% | -60.2% | +79.0% | +88.5% |
| All | +18.7% | -59.8% | +78.5% | +88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling