-62.8%
ZTS vs ONTO
+258.3%
-321.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.9% | -7.9% | -3.4% |
| 7D | -4.8% | +9.7% | -14.4% | -5.6% |
| 30D | +1.2% | -8.8% | +10.1% | +1.7% |
| 3M | -6.0% | +4.5% | -10.5% | -8.5% |
| 6M | -38.7% | +56.4% | -95.1% | -43.7% |
| YTD | -40.6% | +78.1% | -118.7% | -46.7% |
| 1Y | -50.6% | +171.3% | -221.9% | -58.4% |
| 3Y | -58.7% | +118.7% | -177.4% | -67.7% |
| 5Y | -62.8% | +269.4% | -332.2% | -75.9% |
| All | -62.8% | +258.3% | -321.1% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 5y: compounded portfolio wealth divided by compounded ONTO 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…
5y analysis · Full analysis span regression · 6 months rolling