-62.5%
ZTS vs AON
+7.9%
-70.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +1.1% |
| 7D | -3.8% | -7.9% | +4.2% | -0.6% |
| 30D | -2.0% | -14.6% | +12.6% | +4.0% |
| 3M | -10.2% | -7.9% | -2.3% | -7.7% |
| 6M | -39.4% | -8.0% | -31.4% | -37.9% |
| YTD | -40.8% | -13.2% | -27.6% | -38.0% |
| 1Y | -50.1% | -16.4% | -33.7% | -47.0% |
| 3Y | -58.9% | -6.7% | -52.2% | -59.2% |
| All | -62.5% | +7.9% | -70.4% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 5y: compounded portfolio wealth divided by compounded AON 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…
5y analysis · Full analysis span regression · 6 months rolling