-62.4%
ZTS vs ACHR
-44.8%
-17.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.7% | +5.3% | 0.0% |
| 7D | -3.8% | -2.7% | -1.1% | -3.6% |
| 30D | -2.0% | -12.1% | +10.1% | -1.4% |
| 3M | -10.2% | +3.4% | -13.6% | -10.7% |
| 6M | -39.4% | -15.6% | -23.8% | -39.2% |
| YTD | -40.8% | -26.9% | -14.0% | -40.3% |
| 1Y | -50.1% | -34.8% | -15.4% | -49.6% |
| 3Y | -58.9% | -19.2% | -39.7% | -61.0% |
| 5Y | -62.4% | -43.8% | -18.6% | -66.1% |
| All | -62.4% | -44.8% | -17.5% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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