-26.7%
ZTS vs EMR
+25.6%
-52.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.4% | +5.0% | +6.8% |
| 7D | +15.4% | +1.6% | +13.8% | +14.9% |
| 30D | +25.8% | +5.0% | +20.8% | +23.9% |
| 3M | +18.1% | +7.7% | +10.4% | +15.1% |
| 6M | -19.7% | +26.8% | -46.5% | -26.0% |
| YTD | -27.5% | +29.9% | -57.4% | -34.8% |
| 1Y | -26.7% | +25.7% | -52.4% | -33.4% |
| All | -26.7% | +25.6% | -52.4% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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