+200.2%
ZTS vs DRI
+748.5%
-548.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.3% |
| 7D | -1.0% | +3.1% | -4.1% | -1.7% |
| 30D | +10.8% | +16.2% | -5.5% | +6.9% |
| 3M | +14.1% | +8.4% | +5.7% | +11.7% |
| 6M | +0.8% | +19.0% | -18.2% | -3.6% |
| YTD | -33.1% | +28.8% | -61.9% | -37.4% |
| 1Y | -30.0% | +33.1% | -63.1% | -35.0% |
| 3Y | -49.5% | +70.8% | -120.3% | -56.3% |
| 5Y | -60.2% | +74.2% | -134.5% | -66.2% |
| 10Y | +77.0% | +345.5% | -268.5% | +11.5% |
| All | +200.2% | +748.5% | -548.3% | +65.2% |
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