-49.5%
ZTS vs AME
+63.1%
-112.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.5% | +2.8% |
| 7D | -1.0% | -1.5% | +0.5% | -0.9% |
| 30D | +10.8% | -4.2% | +14.9% | +11.5% |
| 3M | +14.1% | -5.9% | +20.0% | +15.2% |
| 6M | +0.8% | +2.8% | -2.1% | -1.2% |
| YTD | -33.1% | +16.6% | -49.7% | -36.1% |
| 1Y | -30.0% | +22.1% | -52.1% | -33.9% |
| 3Y | -49.5% | +64.7% | -114.2% | -57.4% |
| All | -49.5% | +63.1% | -112.6% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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