-59.0%
ZTS vs INDA
+8.1%
-67.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.1% |
| 7D | -3.8% | -2.6% | -1.2% | -2.5% |
| 30D | -2.0% | -2.9% | +0.9% | -0.6% |
| 3M | -10.2% | +2.4% | -12.6% | -11.3% |
| 6M | -39.4% | -2.6% | -36.8% | -38.6% |
| YTD | -40.8% | -10.0% | -30.9% | -38.1% |
| 1Y | -50.1% | -7.7% | -42.5% | -48.4% |
| All | -59.0% | +8.1% | -67.0% | -64.6% |
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