-29.6%
ZTS vs IR
+10.3%
-39.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.5% |
| 7D | -0.6% | +1.5% | -2.2% | -1.1% |
| 30D | +11.0% | +9.0% | +1.9% | +8.0% |
| 3M | +10.9% | -0.9% | +11.8% | +11.2% |
| 6M | +0.9% | +13.4% | -12.5% | -4.0% |
| YTD | -33.0% | +8.5% | -41.4% | -36.5% |
| 1Y | -29.6% | +11.3% | -40.9% | -35.5% |
| All | -29.6% | +10.3% | -39.9% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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