-62.4%
ZTS vs AEE
+39.2%
-101.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -3.8% | +1.1% | -4.8% | -4.2% |
| 30D | -2.0% | 0.0% | -2.0% | -2.1% |
| 3M | -10.2% | -0.9% | -9.3% | -10.1% |
| 6M | -39.4% | -2.4% | -37.0% | -39.0% |
| YTD | -40.8% | +8.6% | -49.5% | -43.1% |
| 1Y | -50.1% | +10.2% | -60.3% | -52.4% |
| 3Y | -58.9% | +47.8% | -106.7% | -65.7% |
| 5Y | -62.4% | +40.1% | -102.5% | -67.3% |
| All | -62.4% | +39.2% | -101.5% | -67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling