-48.6%
ZTS vs INDA
+17.0%
-65.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | +1.0% | +3.1% | -2.0% | -0.4% |
| 30D | +12.4% | +9.1% | +3.3% | +8.0% |
| 3M | +13.6% | +3.2% | +10.4% | +11.8% |
| 6M | +9.3% | +8.5% | +0.8% | +5.0% |
| YTD | -32.6% | -4.6% | -28.0% | -31.6% |
| 1Y | -30.0% | -5.5% | -24.5% | -28.7% |
| All | -48.6% | +17.0% | -65.6% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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