+77.0%
ZTS vs ESI
+306.3%
-229.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.6% | -6.6% | +6.0% | +1.0% |
| 30D | +11.0% | -9.8% | +20.8% | +13.3% |
| 3M | +10.9% | -11.9% | +22.9% | +13.4% |
| 6M | +0.9% | -25.1% | +26.0% | +6.0% |
| YTD | -33.0% | +31.9% | -64.9% | -40.7% |
| 1Y | -29.6% | +19.2% | -48.8% | -36.0% |
| 3Y | -49.0% | +76.2% | -125.2% | -60.0% |
| 5Y | -59.5% | +39.4% | -98.9% | -66.6% |
| 10Y | +77.0% | +304.9% | -227.9% | -1.5% |
| All | +77.0% | +306.3% | -229.3% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling