-29.6%
ZTS vs ENB
+4.1%
-33.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -0.6% | -2.4% | +1.8% | -0.4% |
| 30D | +11.0% | +2.5% | +8.5% | +10.8% |
| 3M | +10.9% | -5.8% | +16.7% | +11.3% |
| 6M | +0.9% | -8.5% | +9.4% | +2.2% |
| YTD | -33.0% | +3.9% | -36.9% | -30.7% |
| 1Y | -29.6% | +3.7% | -33.3% | -27.0% |
| All | -29.6% | +4.1% | -33.7% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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