-49.6%
ZTS vs FN
+17.1%
-66.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.8% | -0.5% |
| 7D | -2.0% | -1.7% | -0.3% | -2.0% |
| 30D | +1.9% | -22.0% | +23.9% | +1.0% |
| 3M | -4.0% | -43.0% | +39.0% | -4.3% |
| 6M | -39.1% | -27.7% | -11.4% | -39.1% |
| YTD | -38.8% | -10.5% | -28.3% | -38.1% |
| 1Y | -49.6% | +12.5% | -62.1% | -49.6% |
| All | -49.6% | +17.1% | -66.6% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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