-29.3%
ZTS vs EFX
-7.6%
-21.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | +5.6% | -0.8% | +6.3% | +5.8% |
| 30D | +12.1% | +25.1% | -13.0% | +4.9% |
| 3M | +11.3% | +1.7% | +9.6% | +10.1% |
| 6M | +14.3% | +18.4% | -4.1% | +7.8% |
| YTD | -31.9% | -12.5% | -19.4% | -30.2% |
| 1Y | -29.3% | -8.1% | -21.2% | -30.8% |
| All | -29.3% | -7.6% | -21.6% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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