-62.8%
ZTS vs A
-14.2%
-48.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -1.8% |
| 7D | -4.8% | -2.1% | -2.7% | -3.9% |
| 30D | +1.2% | +0.6% | +0.6% | +0.9% |
| 3M | -6.0% | +10.9% | -16.9% | -10.6% |
| 6M | -38.7% | +28.2% | -66.9% | -45.9% |
| YTD | -40.6% | +8.6% | -49.2% | -43.5% |
| 1Y | -50.6% | +15.5% | -66.1% | -54.6% |
| 3Y | -58.7% | +31.8% | -90.6% | -66.2% |
| 5Y | -62.8% | -14.9% | -48.0% | -61.5% |
| All | -62.8% | -14.2% | -48.6% | -61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling