+165.6%
ZTS vs AZO
+685.5%
-520.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | +0.1% |
| 7D | -3.8% | -0.8% | -3.0% | -3.5% |
| 30D | -2.0% | -5.1% | +3.1% | -0.3% |
| 3M | -10.2% | -7.2% | -3.0% | -8.2% |
| 6M | -39.4% | -20.7% | -18.7% | -34.9% |
| YTD | -40.8% | -14.2% | -26.7% | -38.3% |
| 1Y | -50.1% | -32.2% | -18.0% | -43.9% |
| 3Y | -58.9% | +11.1% | -70.0% | -61.5% |
| 5Y | -62.4% | +87.6% | -149.9% | -71.2% |
| 10Y | +58.8% | +302.9% | -244.1% | -6.9% |
| All | +165.6% | +685.5% | -520.0% | +30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling