-29.3%
ZTS vs ESI
+21.7%
-51.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.1% |
| 7D | +5.6% | +5.5% | 0.0% | +5.4% |
| 30D | +12.1% | -7.8% | +19.8% | +12.1% |
| 3M | +11.3% | -15.0% | +26.3% | +11.7% |
| 6M | +14.3% | -24.9% | +39.2% | +15.5% |
| YTD | -31.9% | +33.2% | -65.1% | -39.9% |
| 1Y | -29.3% | +24.9% | -54.2% | -36.3% |
| All | -29.3% | +21.7% | -51.0% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling