+174.6%
ZTS vs EFX
+244.8%
-70.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.4% | +5.7% | +1.7% |
| 7D | -2.0% | -8.6% | +6.7% | +1.3% |
| 30D | +1.9% | +0.1% | +1.8% | +1.6% |
| 3M | -4.0% | +3.8% | -7.8% | -6.1% |
| 6M | -39.1% | -13.5% | -25.6% | -36.5% |
| YTD | -38.8% | -17.7% | -21.1% | -35.4% |
| 1Y | -49.6% | -25.6% | -24.0% | -45.0% |
| 3Y | -59.0% | -12.1% | -46.9% | -59.4% |
| 5Y | -61.8% | -33.8% | -27.9% | -58.9% |
| 10Y | +61.4% | +45.1% | +16.3% | +21.8% |
| All | +174.6% | +244.8% | -70.1% | +49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling