-50.1%
ZTS vs AA
+58.8%
-109.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.6% | -0.3% |
| 7D | -3.8% | -0.6% | -3.1% | -3.7% |
| 30D | -2.0% | -1.6% | -0.5% | -2.0% |
| 3M | -10.2% | -29.8% | +19.6% | -8.2% |
| 6M | -39.4% | -16.6% | -22.8% | -39.6% |
| YTD | -40.8% | -4.0% | -36.8% | -42.3% |
| 1Y | -50.1% | +63.5% | -113.6% | -53.7% |
| All | -50.1% | +58.8% | -109.0% | -53.7% |
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