-5.9%
ZTS vs EQH
+230.1%
-235.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | -4.5% | -1.8% | -2.7% | -4.0% |
| 30D | -3.3% | +2.4% | -5.7% | -4.1% |
| 3M | -9.7% | +26.3% | -36.0% | -16.1% |
| 6M | -38.8% | +35.8% | -74.7% | -44.5% |
| YTD | -41.2% | +12.7% | -53.9% | -43.7% |
| 1Y | -50.3% | +2.5% | -52.8% | -51.2% |
| 3Y | -59.1% | +98.6% | -157.8% | -68.1% |
| 5Y | -62.8% | +101.7% | -164.5% | -71.5% |
| All | -5.9% | +230.1% | -235.9% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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