-62.3%
ZTS vs AUR
-35.1%
-27.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.1% |
| 7D | -3.7% | +1.4% | -5.2% | -3.8% |
| 30D | -0.8% | -6.4% | +5.6% | -0.6% |
| 3M | -9.7% | +7.7% | -17.4% | -10.3% |
| 6M | -38.4% | +44.5% | -82.9% | -40.0% |
| YTD | -41.1% | +67.4% | -108.5% | -43.2% |
| 1Y | -50.6% | +15.4% | -66.1% | -51.5% |
| 3Y | -59.1% | +94.8% | -154.0% | -63.3% |
| All | -62.3% | -35.1% | -27.3% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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