+201.1%
ZTS vs EWT
+569.3%
-368.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.8% | -5.7% | -2.4% |
| 7D | -7.4% | +3.2% | -10.6% | -8.9% |
| 30D | +9.9% | -12.3% | +22.2% | +15.5% |
| 3M | +10.3% | -3.6% | +13.9% | +10.8% |
| 6M | +9.2% | +3.1% | +6.1% | +3.9% |
| YTD | -32.9% | +57.7% | -90.6% | -48.9% |
| 1Y | -29.7% | +60.3% | -90.0% | -47.0% |
| 3Y | -49.0% | +163.4% | -212.3% | -71.6% |
| 5Y | -59.3% | +127.4% | -186.7% | -75.6% |
| 10Y | +78.9% | +462.7% | -383.7% | -35.7% |
| All | +201.1% | +569.3% | -368.2% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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