-59.1%
ZTS vs FLNC
-62.9%
+3.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | +0.2% |
| 7D | -3.7% | -4.1% | +0.3% | -3.8% |
| 30D | -0.8% | -24.8% | +24.0% | -1.0% |
| 3M | -9.7% | -59.1% | +49.4% | -10.1% |
| 6M | -38.4% | -42.0% | +3.6% | -38.3% |
| YTD | -41.1% | -49.8% | +8.7% | -41.2% |
| 1Y | -50.6% | +43.1% | -93.7% | -54.3% |
| 3Y | -59.1% | -61.0% | +1.8% | -60.4% |
| All | -59.1% | -62.9% | +3.7% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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