-61.2%
ZTS vs APD
+11.0%
-72.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.8% |
| 7D | -0.4% | -3.7% | +3.3% | +0.8% |
| 30D | +11.7% | +9.6% | +2.1% | +8.9% |
| 3M | +3.5% | +1.6% | +1.8% | +3.1% |
| 6M | -27.6% | +2.2% | -29.8% | -28.1% |
| YTD | -35.5% | +25.9% | -61.3% | -40.1% |
| 1Y | -32.1% | +20.1% | -52.2% | -36.2% |
| 3Y | -49.1% | +12.4% | -61.5% | -52.1% |
| All | -61.2% | +11.0% | -72.2% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling