-49.6%
ZTS vs AEIS
+93.3%
-142.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -0.6% |
| 7D | -2.0% | +3.0% | -4.9% | -1.9% |
| 30D | +1.9% | -14.6% | +16.6% | +1.8% |
| 3M | -4.0% | -12.4% | +8.4% | -4.6% |
| 6M | -39.1% | -15.0% | -24.2% | -39.4% |
| YTD | -38.8% | +34.3% | -73.1% | -41.2% |
| 1Y | -49.6% | +87.4% | -136.9% | -53.4% |
| All | -49.6% | +93.3% | -142.9% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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