-49.6%
ZTS vs FGI
+81.8%
-131.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.5% | -8.2% | -0.8% |
| 7D | -2.0% | +0.5% | -2.5% | -2.0% |
| 30D | +1.9% | +65.4% | -63.5% | -0.3% |
| 3M | -4.0% | +23.5% | -27.5% | -5.7% |
| 6M | -39.1% | +60.5% | -99.7% | -40.7% |
| YTD | -38.8% | +30.0% | -68.8% | -40.2% |
| 1Y | -49.6% | +82.1% | -131.6% | -51.3% |
| All | -49.6% | +81.8% | -131.4% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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