-29.6%
ZTS vs AG
+24.7%
-54.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.0% | +0.2% |
| 7D | -0.6% | +6.0% | -6.6% | -0.6% |
| 30D | +11.0% | -13.5% | +24.5% | +10.6% |
| 3M | +10.9% | -20.7% | +31.6% | +10.4% |
| 6M | +0.9% | -31.5% | +32.5% | +1.1% |
| YTD | -33.0% | -10.1% | -22.8% | -33.8% |
| 1Y | -29.6% | +26.0% | -55.6% | -32.4% |
| All | -29.6% | +24.7% | -54.4% | -32.4% |
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