-32.1%
ZTS vs FE
+6.2%
-38.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.2% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | +11.7% | +5.2% | +6.5% | +10.5% |
| 3M | +3.5% | 0.0% | +3.5% | +3.1% |
| 6M | -27.6% | +5.0% | -32.7% | -29.2% |
| YTD | -35.5% | +7.9% | -43.4% | -36.4% |
| 1Y | -32.1% | +6.3% | -38.4% | -32.7% |
| All | -32.1% | +6.2% | -38.3% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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