+185.7%
ZTS vs ESI
+195.2%
-9.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.6% | -6.6% | +6.0% | +0.7% |
| 30D | +11.0% | -9.8% | +20.8% | +12.9% |
| 3M | +10.9% | -11.9% | +22.9% | +13.0% |
| 6M | +0.9% | -25.1% | +26.0% | +5.1% |
| YTD | -33.0% | +31.9% | -64.9% | -38.9% |
| 1Y | -29.6% | +19.2% | -48.8% | -34.4% |
| 3Y | -49.0% | +76.2% | -125.2% | -57.4% |
| 5Y | -59.5% | +39.4% | -98.9% | -64.8% |
| 10Y | +77.0% | +304.9% | -227.9% | +20.1% |
| All | +185.7% | +195.2% | -9.6% | +102.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling