-42.8%
ZTS vs DOC
+43.5%
-86.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.1% | +4.4% | +6.6% |
| 7D | +15.4% | +8.7% | +6.7% | +12.9% |
| 30D | +25.8% | +7.6% | +18.1% | +23.3% |
| 3M | +18.1% | -5.3% | +23.4% | +19.5% |
| 6M | -19.7% | +27.6% | -47.3% | -25.8% |
| YTD | -27.5% | +32.4% | -59.9% | -34.0% |
| 1Y | -26.7% | +22.9% | -49.6% | -31.5% |
| All | -42.8% | +43.5% | -86.3% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 3y: compounded portfolio wealth divided by compounded DOC 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…
3y analysis · Full analysis span regression · 6 months rolling