-52.7%
ZTS vs PL
+84.9%
-137.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | -0.6% |
| 7D | -2.0% | -9.3% | +7.3% | -1.5% |
| 30D | +1.9% | -18.9% | +20.8% | +2.9% |
| 3M | -4.0% | -58.4% | +54.4% | +0.3% |
| 6M | -39.1% | -30.3% | -8.8% | -39.0% |
| YTD | -38.8% | -8.1% | -30.7% | -40.1% |
| 1Y | -49.6% | +180.5% | -230.1% | -55.3% |
| 3Y | -59.0% | +444.1% | -503.1% | -68.0% |
| 5Y | -61.8% | +83.0% | -144.8% | -69.2% |
| All | -52.7% | +84.9% | -137.6% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling