-49.6%
ZTS vs EIX
+7.5%
-57.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -0.6% |
| 7D | -2.0% | -19.1% | +17.1% | -1.8% |
| 30D | +1.9% | -16.9% | +18.8% | +1.6% |
| 3M | -4.0% | -20.0% | +16.0% | -4.5% |
| 6M | -39.1% | -21.3% | -17.8% | -39.5% |
| YTD | -38.8% | -1.7% | -37.1% | -39.7% |
| 1Y | -49.6% | +9.6% | -59.1% | -49.9% |
| All | -49.6% | +7.5% | -57.1% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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