-45.2%
ZTS vs ACHR
-60.3%
+15.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.9% | +8.0% | +1.4% |
| 7D | +5.6% | -9.2% | +14.8% | +6.1% |
| 30D | +12.1% | -1.0% | +13.1% | +11.9% |
| 3M | +11.3% | -42.2% | +53.5% | +14.5% |
| 6M | +14.3% | -38.2% | +52.5% | +16.6% |
| YTD | -31.9% | -46.4% | +14.5% | -30.2% |
| 1Y | -29.3% | -49.4% | +20.1% | -27.4% |
| 3Y | -48.0% | -22.5% | -25.5% | -50.8% |
| 5Y | -58.9% | -29.8% | -29.1% | -63.2% |
| All | -45.2% | -60.3% | +15.1% | -48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling