-50.3%
ZTS vs AEE
+9.0%
-59.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -4.5% | -0.7% | -3.8% | -4.4% |
| 30D | -3.3% | -2.0% | -1.3% | -2.9% |
| 3M | -9.7% | -2.8% | -6.9% | -9.2% |
| 6M | -38.8% | -3.6% | -35.3% | -38.3% |
| YTD | -41.2% | +7.3% | -48.5% | -42.0% |
| 1Y | -50.3% | +8.7% | -59.0% | -50.5% |
| All | -50.3% | +9.0% | -59.3% | -50.5% |
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