-26.7%
ZTS vs AEE
+13.9%
-40.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.5% | +5.0% | +6.6% |
| 7D | +15.4% | +4.7% | +10.7% | +13.8% |
| 30D | +25.8% | +13.4% | +12.3% | +21.2% |
| 3M | +18.1% | +4.1% | +14.0% | +16.6% |
| 6M | -19.7% | +2.0% | -21.8% | -20.5% |
| YTD | -27.5% | +15.6% | -43.1% | -31.2% |
| 1Y | -26.7% | +14.1% | -40.8% | -30.0% |
| All | -26.7% | +13.9% | -40.6% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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