-53.7%
ZTS vs AS
+123.4%
-177.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.2% |
| 7D | +5.6% | -4.9% | +10.4% | +6.4% |
| 30D | +12.1% | +3.9% | +8.2% | +11.5% |
| 3M | +11.3% | -9.6% | +20.9% | +12.9% |
| 6M | +14.3% | -8.7% | +23.0% | +15.5% |
| YTD | -31.9% | -19.8% | -12.0% | -30.1% |
| 1Y | -29.3% | -1.5% | -27.7% | -29.2% |
| All | -53.7% | +123.4% | -177.2% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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