+205.7%
ZTS vs AON
+559.0%
-353.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.4% | +0.4% |
| 7D | +5.6% | +1.0% | +4.5% | +5.1% |
| 30D | +12.1% | +23.2% | -11.1% | +2.2% |
| 3M | +11.3% | -5.0% | +16.3% | +13.4% |
| 6M | +14.3% | +9.3% | +5.0% | +9.1% |
| YTD | -31.9% | -3.4% | -28.5% | -31.9% |
| 1Y | -29.3% | -2.9% | -26.4% | -29.4% |
| 3Y | -48.0% | +3.6% | -51.7% | -50.9% |
| 5Y | -58.9% | +16.9% | -75.8% | -63.8% |
| 10Y | +81.7% | +234.4% | -152.7% | -5.5% |
| All | +205.7% | +559.0% | -353.3% | +33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling