-29.3%
ZTS vs AEP
+8.9%
-38.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +5.6% | +2.9% | +2.7% | +4.9% |
| 30D | +12.1% | +3.2% | +8.9% | +11.4% |
| 3M | +11.3% | +3.8% | +7.5% | +10.4% |
| 6M | +14.3% | +2.5% | +11.8% | +13.6% |
| YTD | -31.9% | +15.5% | -47.4% | -31.6% |
| 1Y | -29.3% | +9.6% | -38.9% | -29.1% |
| All | -29.3% | +8.9% | -38.2% | -29.1% |
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