+55.7%
ZTS vs DE
+863.9%
-808.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.7% | -2.6% | -1.2% | -3.0% |
| 30D | -0.8% | +9.0% | -9.8% | -3.4% |
| 3M | -9.7% | +19.1% | -28.9% | -14.7% |
| 6M | -38.4% | +14.4% | -52.8% | -41.2% |
| YTD | -41.1% | +45.9% | -87.0% | -48.1% |
| 1Y | -50.6% | +43.6% | -94.2% | -56.4% |
| 3Y | -59.1% | +75.9% | -135.0% | -66.6% |
| 5Y | -62.7% | +98.8% | -161.5% | -71.6% |
| All | +55.7% | +863.9% | -808.2% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 10y: compounded portfolio wealth divided by compounded DE 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…
10y analysis · Full analysis span regression · 6 months rolling