+17.6%
PM vs ZTS
-50.8%
+68.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +1.4% |
| 7D | -1.3% | -4.8% | +3.5% | -1.0% |
| 30D | -2.6% | +1.2% | -3.8% | -2.6% |
| 3M | +5.8% | -6.0% | +11.8% | +5.9% |
| 6M | +10.6% | -38.7% | +49.3% | +13.3% |
| YTD | +17.2% | -40.6% | +57.8% | +20.4% |
| 1Y | +17.6% | -50.6% | +68.2% | +19.0% |
| All | +17.6% | -50.8% | +68.5% | +19.0% |
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