-29.3%
ZTS vs OMC
+24.0%
-53.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.7% |
| 7D | +5.6% | +1.9% | +3.7% | +5.0% |
| 30D | +12.1% | +12.2% | -0.1% | +8.9% |
| 3M | +11.3% | +0.6% | +10.7% | +10.6% |
| 6M | +14.3% | +21.0% | -6.7% | +8.8% |
| YTD | -31.9% | +12.4% | -44.2% | -34.0% |
| 1Y | -29.3% | +25.4% | -54.7% | -33.1% |
| All | -29.3% | +24.0% | -53.2% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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