+174.6%
ZTS vs AGI
+167.3%
+7.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.6% |
| 7D | -2.0% | +0.6% | -2.6% | -2.0% |
| 30D | +1.9% | +18.2% | -16.3% | +1.4% |
| 3M | -4.0% | -4.1% | +0.1% | -4.0% |
| 6M | -39.1% | -28.7% | -10.4% | -38.7% |
| YTD | -38.8% | -4.0% | -34.8% | -38.9% |
| 1Y | -49.6% | +17.4% | -67.0% | -49.9% |
| 3Y | -59.0% | +203.0% | -262.0% | -60.3% |
| 5Y | -61.8% | +376.7% | -438.4% | -63.3% |
| 10Y | +61.4% | +407.5% | -346.0% | +56.6% |
| All | +174.6% | +167.3% | +7.3% | +156.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling