-26.7%
ZTS vs AG
+29.4%
-56.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +9.1% | -1.7% | +7.5% |
| 7D | +15.4% | -2.6% | +18.0% | +15.3% |
| 30D | +25.8% | -12.1% | +37.9% | +25.4% |
| 3M | +18.1% | -6.6% | +24.7% | +17.8% |
| 6M | -19.7% | -20.5% | +0.7% | -20.1% |
| YTD | -27.5% | -7.4% | -20.1% | -29.1% |
| 1Y | -26.7% | +33.4% | -60.1% | -31.8% |
| All | -26.7% | +29.4% | -56.1% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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