-58.7%
ZTS vs FITB
+133.7%
-192.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | -4.8% | +2.8% | -7.6% | -5.5% |
| 30D | +1.2% | -4.5% | +5.8% | +2.5% |
| 3M | -6.0% | +5.7% | -11.7% | -7.9% |
| 6M | -38.7% | +17.1% | -55.8% | -41.6% |
| YTD | -40.6% | +18.3% | -59.0% | -43.6% |
| 1Y | -50.6% | +23.9% | -74.5% | -53.7% |
| 3Y | -58.7% | +131.1% | -189.8% | -67.9% |
| All | -58.7% | +133.7% | -192.4% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 3y: compounded portfolio wealth divided by compounded FITB 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…
3y analysis · Full analysis span regression · 6 months rolling