-35.8%
ZTS vs OPEN
-86.9%
+51.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.6% |
| 7D | -1.0% | -21.7% | +20.6% | +0.5% |
| 30D | +10.8% | -36.5% | +47.3% | +13.9% |
| 3M | +14.1% | -59.5% | +73.6% | +20.5% |
| 6M | +0.8% | -71.9% | +72.6% | +8.5% |
| YTD | -33.1% | -75.8% | +42.7% | -27.7% |
| 1Y | -30.0% | -78.5% | +48.5% | -24.1% |
| 3Y | -49.5% | -30.2% | -19.3% | -55.2% |
| 5Y | -60.2% | -93.3% | +33.0% | -62.4% |
| All | -35.8% | -86.9% | +51.1% | -40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling