-26.7%
ZTS vs ED
+27.1%
-53.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.0% | +4.5% | +6.3% |
| 7D | +15.4% | +5.4% | +10.0% | +13.4% |
| 30D | +25.8% | +16.4% | +9.4% | +20.3% |
| 3M | +18.1% | +11.9% | +6.2% | +14.1% |
| 6M | -19.7% | +11.6% | -31.3% | -22.8% |
| YTD | -27.5% | +24.1% | -51.6% | -30.7% |
| 1Y | -26.7% | +26.9% | -53.6% | -30.3% |
| All | -26.7% | +27.1% | -53.8% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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