+56.2%
ZTS vs APD
+161.1%
-104.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.5% |
| 7D | -4.8% | -2.5% | -2.3% | -3.8% |
| 30D | +1.2% | -1.9% | +3.1% | +2.0% |
| 3M | -6.0% | +8.2% | -14.3% | -9.3% |
| 6M | -38.7% | +10.7% | -49.5% | -41.6% |
| YTD | -40.6% | +22.9% | -63.5% | -45.9% |
| 1Y | -50.6% | +5.8% | -56.4% | -52.4% |
| 3Y | -58.7% | +7.8% | -66.5% | -61.6% |
| 5Y | -62.8% | +26.1% | -88.9% | -68.8% |
| 10Y | +56.2% | +163.7% | -107.5% | -16.5% |
| All | +56.2% | +161.1% | -104.9% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling