+74.2%
ZTS vs IP
+26.3%
+48.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.5% |
| 7D | -0.4% | -5.1% | +4.7% | +1.0% |
| 30D | +11.7% | +8.5% | +3.2% | +9.4% |
| 3M | +3.5% | -13.8% | +17.3% | +7.4% |
| 6M | -27.6% | +5.7% | -33.4% | -29.4% |
| YTD | -35.5% | -9.1% | -26.4% | -35.0% |
| 1Y | -32.1% | -0.8% | -31.3% | -33.2% |
| 3Y | -49.1% | +14.8% | -63.9% | -54.4% |
| 5Y | -61.0% | -11.5% | -49.5% | -62.7% |
| All | +74.2% | +26.3% | +48.0% | +55.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling