-34.6%
ZTS vs OPEN
-88.9%
+54.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.7% | +1.3% |
| 7D | +5.6% | -15.0% | +20.6% | +6.7% |
| 30D | +12.1% | -40.2% | +52.3% | +15.7% |
| 3M | +11.3% | -67.4% | +78.7% | +19.2% |
| 6M | +14.3% | -74.0% | +88.3% | +23.6% |
| YTD | -31.9% | -79.6% | +47.7% | -25.5% |
| 1Y | -29.3% | -86.1% | +56.8% | -21.0% |
| 3Y | -48.0% | -41.4% | -6.7% | -53.4% |
| 5Y | -58.9% | -94.9% | +36.0% | -60.6% |
| All | -34.6% | -88.9% | +54.4% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling