+58.8%
ZTS vs ATI
+1,068.2%
-1,009.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -3.8% | +2.4% | -6.2% | -4.1% |
| 30D | -2.0% | -9.5% | +7.5% | -0.8% |
| 3M | -10.2% | +10.4% | -20.6% | -11.9% |
| 6M | -39.4% | +31.8% | -71.2% | -42.2% |
| YTD | -40.8% | +80.0% | -120.8% | -46.0% |
| 1Y | -50.1% | +175.8% | -225.9% | -57.3% |
| 3Y | -58.9% | +364.2% | -423.1% | -68.2% |
| 5Y | -62.4% | +1,076.9% | -1,139.2% | -74.8% |
| 10Y | +58.8% | +1,178.1% | -1,119.3% | -4.0% |
| All | +58.8% | +1,068.2% | -1,009.4% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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