-50.1%
ZTS vs EMR
+15.1%
-65.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | 0.0% |
| 7D | -3.8% | +0.9% | -4.7% | -4.0% |
| 30D | -2.0% | -5.0% | +2.9% | -0.5% |
| 3M | -10.2% | +5.9% | -16.1% | -13.0% |
| 6M | -39.4% | +7.3% | -46.7% | -41.1% |
| YTD | -40.8% | +14.6% | -55.4% | -44.6% |
| 1Y | -50.1% | +15.6% | -65.8% | -53.3% |
| All | -50.1% | +15.1% | -65.3% | -53.3% |
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