-48.0%
ZTS vs ALLY
+65.3%
-113.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | +5.6% | +0.4% | +5.2% | +5.5% |
| 30D | +12.1% | +5.2% | +6.8% | +11.0% |
| 3M | +11.3% | -13.3% | +24.6% | +14.5% |
| 6M | +14.3% | -6.7% | +21.0% | +15.6% |
| YTD | -31.9% | -12.8% | -19.0% | -30.3% |
| 1Y | -29.3% | +0.7% | -29.9% | -29.4% |
| 3Y | -48.0% | +65.2% | -113.3% | -51.1% |
| All | -48.0% | +65.3% | -113.4% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 3y: compounded portfolio wealth divided by compounded ALLY 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…
3y analysis · Full analysis span regression · 6 months rolling