-61.4%
ZTS vs IP
-17.2%
-44.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.1% |
| 7D | -2.0% | -5.3% | +3.3% | -0.8% |
| 30D | +1.9% | -10.9% | +12.8% | +4.4% |
| 3M | -4.0% | +11.2% | -15.2% | -7.0% |
| 6M | -39.1% | -10.2% | -28.9% | -38.2% |
| YTD | -38.8% | -2.0% | -36.8% | -39.3% |
| 1Y | -49.6% | -19.1% | -30.5% | -48.0% |
| 3Y | -59.0% | +20.9% | -79.8% | -63.7% |
| All | -61.4% | -17.2% | -44.2% | -64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling