+58.8%
ZTS vs FDS
+72.8%
-14.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.9% |
| 7D | -3.8% | -8.8% | +5.0% | -0.4% |
| 30D | -2.0% | -1.4% | -0.7% | -1.7% |
| 3M | -10.2% | +13.9% | -24.1% | -15.7% |
| 6M | -39.4% | +27.4% | -66.8% | -46.7% |
| YTD | -40.8% | -2.5% | -38.4% | -42.0% |
| 1Y | -50.1% | -23.8% | -26.3% | -45.7% |
| 3Y | -58.9% | -32.5% | -26.4% | -53.4% |
| 5Y | -62.4% | -23.2% | -39.2% | -60.4% |
| 10Y | +58.8% | +76.4% | -17.6% | +12.1% |
| All | +58.8% | +72.8% | -14.0% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FDS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling