-59.1%
ZTS vs FWONK
+44.6%
-103.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | -0.8% | -7.7% | +7.0% | +0.3% |
| 3M | -9.7% | +5.7% | -15.4% | -10.5% |
| 6M | -38.4% | +13.5% | -51.9% | -39.9% |
| YTD | -41.1% | -3.0% | -38.1% | -40.9% |
| 1Y | -50.6% | -6.4% | -44.2% | -50.2% |
| 3Y | -59.1% | +43.8% | -103.0% | -62.8% |
| All | -59.1% | +44.6% | -103.8% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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