+166.5%
ZTS vs DE
+822.2%
-655.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.1% | -2.5% |
| 7D | -4.8% | +0.7% | -5.5% | -5.0% |
| 30D | +1.2% | +9.6% | -8.4% | -1.5% |
| 3M | -6.0% | +19.0% | -25.0% | -10.9% |
| 6M | -38.7% | +16.1% | -54.8% | -41.7% |
| YTD | -40.6% | +47.0% | -87.6% | -47.4% |
| 1Y | -50.6% | +43.1% | -93.7% | -56.0% |
| 3Y | -58.7% | +77.5% | -136.2% | -66.0% |
| 5Y | -62.8% | +96.4% | -159.2% | -71.1% |
| 10Y | +56.2% | +852.9% | -796.7% | -27.5% |
| All | +166.5% | +822.2% | -655.7% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling