-26.7%
ZTS vs O
+8.1%
-34.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.0% | +4.5% | +5.2% |
| 7D | +15.4% | +5.8% | +9.6% | +11.0% |
| 30D | +25.8% | +10.7% | +15.1% | +17.3% |
| 3M | +18.1% | -4.5% | +22.6% | +21.5% |
| 6M | -19.7% | -4.1% | -15.6% | -16.7% |
| YTD | -27.5% | +9.8% | -37.3% | -27.9% |
| 1Y | -26.7% | +11.3% | -38.0% | -28.4% |
| All | -26.7% | +8.1% | -34.8% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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