-58.4%
ZTS vs AS
+120.4%
-178.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -1.1% |
| 7D | -2.0% | -4.9% | +2.9% | -1.3% |
| 30D | +1.9% | -19.6% | +21.5% | +5.0% |
| 3M | -4.0% | -14.4% | +10.4% | -2.1% |
| 6M | -39.1% | -20.1% | -19.0% | -37.4% |
| YTD | -38.8% | -20.9% | -17.9% | -37.1% |
| 1Y | -49.6% | -21.9% | -27.7% | -48.2% |
| All | -58.4% | +120.4% | -178.8% | -63.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling