-59.3%
ZTS vs AVAV
+31.5%
-90.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.3% | +0.6% |
| 7D | +1.0% | +18.4% | -17.3% | 0.0% |
| 30D | +12.4% | -4.9% | +17.4% | +12.5% |
| 3M | +13.6% | -37.7% | +51.2% | +16.6% |
| 6M | +9.3% | -28.4% | +37.7% | +10.4% |
| YTD | -32.6% | -50.0% | +17.5% | -30.9% |
| 1Y | -30.0% | -62.6% | +32.6% | -26.8% |
| 3Y | -48.7% | -0.6% | -48.1% | -53.2% |
| 5Y | -59.3% | +31.9% | -91.2% | -65.7% |
| All | -59.3% | +31.5% | -90.8% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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