-30.0%
ZTS vs JD
-10.8%
-19.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.6% |
| 7D | +1.0% | -4.0% | +5.1% | +1.5% |
| 30D | +12.4% | +2.7% | +9.8% | +11.7% |
| 3M | +13.6% | -13.0% | +26.6% | +14.7% |
| 6M | +9.3% | -12.7% | +22.0% | +10.3% |
| YTD | -32.6% | -0.8% | -31.8% | -33.2% |
| 1Y | -30.0% | -8.9% | -21.1% | -28.6% |
| All | -30.0% | -10.8% | -19.2% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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