-57.9%
ZTS vs A
+30.8%
-88.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -2.0% | -1.9% | 0.0% | -1.4% |
| 30D | +1.9% | +6.9% | -5.0% | -0.5% |
| 3M | -4.0% | +9.2% | -13.2% | -7.1% |
| 6M | -39.1% | +25.7% | -64.8% | -44.1% |
| YTD | -38.8% | +11.5% | -50.3% | -41.4% |
| 1Y | -49.6% | +18.4% | -67.9% | -52.9% |
| All | -57.9% | +30.8% | -88.8% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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