-26.7%
ZTS vs AZO
-7.5%
-19.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.9% | +3.6% | +6.2% |
| 7D | +15.4% | +5.3% | +10.1% | +13.6% |
| 30D | +25.8% | +18.4% | +7.3% | +19.8% |
| 3M | +18.1% | +9.8% | +8.3% | +14.5% |
| 6M | -19.7% | -4.5% | -15.2% | -19.7% |
| YTD | -27.5% | -1.9% | -25.6% | -27.7% |
| 1Y | -26.7% | -9.5% | -17.2% | -25.5% |
| All | -26.7% | -7.5% | -19.2% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling