+174.6%
ZTS vs IP
+66.4%
+108.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.2% |
| 7D | -2.0% | -5.3% | +3.3% | -0.6% |
| 30D | +1.9% | -10.9% | +12.8% | +4.9% |
| 3M | -4.0% | +11.2% | -15.2% | -7.5% |
| 6M | -39.1% | -10.2% | -28.9% | -38.2% |
| YTD | -38.8% | -2.0% | -36.8% | -39.5% |
| 1Y | -49.6% | -19.1% | -30.5% | -47.7% |
| 3Y | -59.0% | +20.9% | -79.8% | -63.6% |
| 5Y | -61.8% | -17.8% | -43.9% | -62.4% |
| 10Y | +61.4% | +23.5% | +37.9% | +29.0% |
| All | +174.6% | +66.4% | +108.3% | +100.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling