-62.8%
ZTS vs DAR
-8.5%
-54.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.9% | -5.9% | -3.4% |
| 7D | -4.8% | -0.9% | -3.9% | -4.7% |
| 30D | +1.2% | +13.0% | -11.7% | -0.8% |
| 3M | -6.0% | +15.0% | -21.0% | -8.4% |
| 6M | -38.7% | +26.8% | -65.6% | -41.4% |
| YTD | -40.6% | +86.4% | -127.0% | -46.7% |
| 1Y | -50.6% | +115.1% | -165.7% | -56.9% |
| 3Y | -58.7% | +14.6% | -73.4% | -60.6% |
| 5Y | -62.8% | -8.8% | -54.0% | -63.7% |
| All | -62.8% | -8.5% | -54.3% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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