-49.6%
ZTS vs DG
+23.4%
-73.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | -2.0% | +8.4% | -10.4% | -3.7% |
| 30D | +1.9% | +4.9% | -3.0% | +0.7% |
| 3M | -4.0% | +29.3% | -33.3% | -9.1% |
| 6M | -39.1% | -11.3% | -27.9% | -40.3% |
| YTD | -38.8% | +1.8% | -40.6% | -40.0% |
| 1Y | -49.6% | +25.3% | -74.9% | -51.4% |
| All | -49.6% | +23.4% | -73.0% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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