-59.0%
ZTS vs OTIS
-12.0%
-47.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | +0.1% |
| 7D | -3.8% | -2.2% | -1.6% | -2.9% |
| 30D | -2.0% | -4.3% | +2.3% | -0.3% |
| 3M | -10.2% | -2.2% | -8.0% | -9.4% |
| 6M | -39.4% | -19.9% | -19.5% | -34.2% |
| YTD | -40.8% | -19.3% | -21.5% | -36.0% |
| 1Y | -50.1% | -19.6% | -30.6% | -46.1% |
| All | -59.0% | -12.0% | -47.0% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 3y: compounded portfolio wealth divided by compounded OTIS 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…
3y analysis · Full analysis span regression · 6 months rolling