-61.3%
ZTS vs AHR
+364.8%
-426.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.7% | -2.9% |
| 7D | -4.8% | -3.4% | -1.3% | -4.3% |
| 30D | +1.2% | -3.8% | +5.0% | +1.8% |
| 3M | -6.0% | +20.1% | -26.1% | -9.1% |
| 6M | -38.7% | +7.1% | -45.8% | -39.6% |
| YTD | -40.6% | +17.2% | -57.8% | -42.5% |
| 1Y | -50.6% | +30.4% | -81.0% | -53.4% |
| All | -61.3% | +364.8% | -426.1% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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