-59.1%
ZTS vs AU
+577.5%
-636.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | +0.1% |
| 7D | -3.7% | -4.3% | +0.5% | -3.6% |
| 30D | -0.8% | +7.3% | -8.1% | -1.1% |
| 3M | -9.7% | +26.3% | -36.1% | -10.6% |
| 6M | -38.4% | +1.8% | -40.2% | -38.5% |
| YTD | -41.1% | +26.8% | -67.9% | -42.0% |
| 1Y | -50.6% | +66.7% | -117.3% | -52.2% |
| 3Y | -59.1% | +579.1% | -638.2% | -65.0% |
| All | -59.1% | +577.5% | -636.6% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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