-58.7%
ZTS vs ATI
+361.7%
-420.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.8% |
| 7D | -4.8% | +3.2% | -7.9% | -5.2% |
| 30D | +1.2% | -9.0% | +10.2% | +2.4% |
| 3M | -6.0% | +15.1% | -21.1% | -8.4% |
| 6M | -38.7% | +38.1% | -76.9% | -42.0% |
| YTD | -40.6% | +80.7% | -121.3% | -46.0% |
| 1Y | -50.6% | +167.5% | -218.1% | -57.5% |
| 3Y | -58.7% | +366.0% | -424.7% | -69.9% |
| All | -58.7% | +361.7% | -420.5% | -69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling