+174.6%
ZTS vs DRI
+694.5%
-519.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -2.0% | +0.6% | -2.6% | -2.1% |
| 30D | +1.9% | +3.8% | -1.9% | +0.9% |
| 3M | -4.0% | +13.0% | -17.0% | -7.0% |
| 6M | -39.1% | +8.3% | -47.4% | -40.4% |
| YTD | -38.8% | +20.6% | -59.4% | -41.8% |
| 1Y | -49.6% | +6.5% | -56.0% | -50.7% |
| 3Y | -59.0% | +53.7% | -112.7% | -63.6% |
| 5Y | -61.8% | +72.7% | -134.4% | -67.4% |
| 10Y | +61.4% | +363.2% | -301.7% | +0.3% |
| All | +174.6% | +694.5% | -519.8% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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