-59.2%
ZTS vs INDA
+8.9%
-68.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | +1.0% | +3.1% | -2.0% | -0.7% |
| 30D | +12.4% | +9.1% | +3.3% | +7.0% |
| 3M | +13.6% | +3.2% | +10.4% | +11.5% |
| 6M | +9.3% | +8.5% | +0.8% | +4.1% |
| YTD | -32.6% | -4.6% | -28.0% | -30.9% |
| 1Y | -30.0% | -5.5% | -24.5% | -28.0% |
| 3Y | -48.7% | +16.7% | -65.4% | -54.8% |
| All | -59.2% | +8.9% | -68.1% | -64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling