-48.0%
ZTS vs OMC
+29.7%
-77.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +8.7% |
| 3M | +11.3% | +0.6% | +10.7% | +10.9% |
| 6M | +14.3% | +21.0% | -6.7% | +8.3% |
| YTD | -31.9% | +12.4% | -44.2% | -34.3% |
| 1Y | -29.3% | +25.4% | -54.7% | -34.0% |
| 3Y | -48.0% | +29.2% | -77.2% | -54.5% |
| All | -48.0% | +29.7% | -77.7% | -54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling