-58.7%
ZTS vs APD
+16.4%
-75.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +5.6% | +3.8% | +1.7% | +4.4% |
| 30D | +12.1% | +8.2% | +3.9% | +9.7% |
| 3M | +11.3% | +4.3% | +7.0% | +10.0% |
| 6M | +14.3% | +4.7% | +9.6% | +12.6% |
| YTD | -31.9% | +31.5% | -63.4% | -37.6% |
| 1Y | -29.3% | +23.5% | -52.8% | -34.1% |
| 3Y | -48.0% | +29.1% | -77.2% | -53.1% |
| All | -58.7% | +16.4% | -75.2% | -64.2% |
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