-50.6%
ZTS vs AEIS
+81.9%
-132.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.9% | -4.8% | +0.2% |
| 7D | -3.7% | +2.3% | -6.0% | -3.7% |
| 30D | -0.8% | -14.8% | +14.0% | -0.8% |
| 3M | -9.7% | -15.6% | +5.9% | -9.7% |
| 6M | -38.4% | -8.7% | -29.7% | -38.9% |
| YTD | -41.1% | +37.3% | -78.4% | -43.4% |
| 1Y | -50.6% | +80.3% | -131.0% | -53.9% |
| All | -50.6% | +81.9% | -132.5% | -53.9% |
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