-62.8%
ZTS vs PODD
-53.4%
-9.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.6% | -2.3% |
| 7D | -4.8% | -4.1% | -0.7% | -4.0% |
| 30D | +1.2% | +0.8% | +0.5% | +1.1% |
| 3M | -6.0% | -6.1% | +0.1% | -5.4% |
| 6M | -38.7% | -40.0% | +1.2% | -33.0% |
| YTD | -40.6% | -49.9% | +9.3% | -32.8% |
| 1Y | -50.6% | -59.3% | +8.7% | -42.0% |
| 3Y | -58.7% | -17.2% | -41.5% | -59.6% |
| 5Y | -62.8% | -53.0% | -9.8% | -60.7% |
| All | -62.8% | -53.4% | -9.4% | -60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling