+85.9%
ZTS vs PODD
+315.5%
-229.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +1.0% | -4.4% | +5.4% | +2.0% |
| 30D | +12.4% | +8.1% | +4.3% | +10.7% |
| 3M | +13.6% | +2.9% | +10.7% | +12.9% |
| 6M | +9.3% | -5.7% | +15.0% | +10.0% |
| YTD | -32.6% | -47.5% | +14.9% | -23.6% |
| 1Y | -30.0% | -55.7% | +25.6% | -17.9% |
| 3Y | -48.7% | -3.7% | -45.0% | -51.0% |
| 5Y | -59.3% | -52.6% | -6.7% | -55.9% |
| All | +85.9% | +315.5% | -229.6% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling