-53.8%
TEAM vs ZTS
-62.4%
+8.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.0% | -4.0% | -5.4% |
| 7D | -5.7% | -4.8% | -0.9% | -3.2% |
| 30D | +18.3% | +1.2% | +17.1% | +17.5% |
| 3M | +80.2% | -6.0% | +86.2% | +83.9% |
| 6M | +111.0% | -38.7% | +149.7% | +167.8% |
| YTD | +8.8% | -40.6% | +49.4% | +40.3% |
| 1Y | +2.2% | -50.6% | +52.7% | +49.1% |
| 3Y | -14.6% | -58.7% | +44.1% | +37.1% |
| 5Y | -53.8% | -62.8% | +9.0% | -6.2% |
| All | -53.8% | -62.4% | +8.6% | -6.2% |
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