+45.7%
ZTS vs FND
+66.0%
-20.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.0% |
| 7D | -2.0% | -5.2% | +3.2% | -0.9% |
| 30D | +1.9% | -19.9% | +21.8% | +6.6% |
| 3M | -4.0% | +2.7% | -6.7% | -5.5% |
| 6M | -39.1% | -21.7% | -17.5% | -36.7% |
| YTD | -38.8% | -17.5% | -21.3% | -37.3% |
| 1Y | -49.6% | -39.3% | -10.3% | -45.0% |
| 3Y | -59.0% | -49.8% | -9.2% | -54.8% |
| 5Y | -61.8% | -60.1% | -1.7% | -57.6% |
| All | +45.7% | +66.0% | -20.3% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 all: compounded portfolio wealth divided by compounded FND 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…
all analysis · Full analysis span regression · 6 months rolling