-29.3%
ZTS vs AA
-0.3%
-28.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.1% |
| 7D | +5.6% | +0.5% | +5.1% | +5.5% |
| 30D | +12.1% | -0.6% | +12.7% | +12.1% |
| 3M | +11.3% | -19.7% | +30.9% | +11.4% |
| 6M | +14.3% | -41.6% | +55.9% | +15.3% |
| YTD | -31.9% | -24.6% | -7.2% | -33.5% |
| 1Y | -29.3% | +4.9% | -34.1% | -33.7% |
| All | -29.3% | -0.3% | -28.9% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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