-61.2%
ZTS vs OPEN
-93.8%
+32.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -21.8% | +18.5% | -1.7% |
| 7D | -0.4% | -22.2% | +21.8% | +1.3% |
| 30D | +11.7% | -38.3% | +50.0% | +15.2% |
| 3M | +3.5% | -59.4% | +62.8% | +9.7% |
| 6M | -27.6% | -74.4% | +46.7% | -21.2% |
| YTD | -35.5% | -76.0% | +40.5% | -29.9% |
| 1Y | -32.1% | -78.7% | +46.6% | -26.0% |
| 3Y | -49.1% | -30.0% | -19.1% | -55.7% |
| All | -61.2% | -93.8% | +32.6% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling