-26.7%
ZTS vs D
+23.9%
-50.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.4% | +3.0% | +6.0% |
| 7D | +15.4% | +8.5% | +6.9% | +12.7% |
| 30D | +25.8% | +14.3% | +11.5% | +21.2% |
| 3M | +18.1% | +1.8% | +16.3% | +16.9% |
| 6M | -19.7% | +13.0% | -32.8% | -23.1% |
| YTD | -27.5% | +22.7% | -50.3% | -31.5% |
| 1Y | -26.7% | +22.6% | -49.3% | -30.9% |
| All | -26.7% | +23.9% | -50.6% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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