-58.7%
ZTS vs IT
-51.4%
-7.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.4% | +4.5% | -1.6% |
| 7D | -4.8% | -9.1% | +4.4% | -3.2% |
| 30D | +1.2% | -7.0% | +8.2% | +2.4% |
| 3M | -6.0% | +7.6% | -13.7% | -8.1% |
| 6M | -38.7% | +2.1% | -40.9% | -39.7% |
| YTD | -40.6% | -31.6% | -9.0% | -35.8% |
| 1Y | -50.6% | -29.9% | -20.7% | -47.0% |
| 3Y | -58.7% | -51.3% | -7.5% | -50.8% |
| All | -58.7% | -51.4% | -7.4% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling