-26.7%
ZTS vs IP
+2.3%
-29.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +6.0% | +7.1% |
| 7D | +15.4% | +3.4% | +12.0% | +14.5% |
| 30D | +25.8% | +11.2% | +14.5% | +22.7% |
| 3M | +18.1% | -14.8% | +32.9% | +22.0% |
| 6M | -19.7% | +17.3% | -37.0% | -24.2% |
| YTD | -27.5% | -6.2% | -21.3% | -27.7% |
| 1Y | -26.7% | +2.3% | -29.1% | -30.7% |
| All | -26.7% | +2.3% | -29.0% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 1y: compounded portfolio wealth divided by compounded IP 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…
1y analysis · Full analysis span regression · 6 months rolling