-61.2%
ZTS vs PL
+20.8%
-82.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +10.4% | -13.7% | -3.8% |
| 7D | -0.4% | -6.8% | +6.4% | -0.1% |
| 30D | +11.7% | -29.3% | +41.0% | +13.5% |
| 3M | +3.5% | -44.8% | +48.2% | +6.3% |
| 6M | -27.6% | -68.4% | +40.8% | -23.7% |
| YTD | -35.5% | -36.4% | +0.9% | -35.8% |
| 1Y | -32.1% | +0.7% | -32.8% | -35.0% |
| 3Y | -49.1% | +455.3% | -504.4% | -61.3% |
| All | -61.2% | +20.8% | -82.0% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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