-50.6%
ZTS vs AEP
+17.4%
-68.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.7% | -0.9% | -2.8% | -3.7% |
| 30D | -0.8% | -1.1% | +0.3% | -0.7% |
| 3M | -9.7% | -3.3% | -6.5% | -9.4% |
| 6M | -38.4% | -4.6% | -33.8% | -37.8% |
| YTD | -41.1% | +9.4% | -50.5% | -40.1% |
| 1Y | -50.6% | +16.9% | -67.6% | -49.7% |
| All | -50.6% | +17.4% | -68.0% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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