-35.3%
ZTS vs ONTO
+658.6%
-693.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -1.4% |
| 7D | -2.0% | -1.0% | -1.0% | -1.9% |
| 30D | +1.9% | -2.9% | +4.8% | +1.5% |
| 3M | -4.0% | -2.5% | -1.5% | -6.4% |
| 6M | -39.1% | +28.2% | -67.3% | -43.6% |
| YTD | -38.8% | +69.8% | -108.6% | -46.2% |
| 1Y | -49.6% | +162.9% | -212.4% | -59.2% |
| 3Y | -59.0% | +95.9% | -154.9% | -68.3% |
| 5Y | -61.8% | +244.5% | -306.2% | -75.6% |
| All | -35.3% | +658.6% | -693.9% | -70.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling