-62.3%
ZTS vs POET
-6.5%
-55.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.5% | +0.1% |
| 7D | -3.7% | +0.4% | -4.1% | -3.8% |
| 30D | -0.8% | -10.4% | +9.6% | -0.7% |
| 3M | -9.7% | -29.3% | +19.6% | -9.4% |
| 6M | -38.4% | +6.9% | -45.2% | -39.6% |
| YTD | -41.1% | +25.6% | -66.7% | -42.7% |
| 1Y | -50.6% | +49.2% | -99.8% | -52.4% |
| 3Y | -59.1% | +128.4% | -187.6% | -62.1% |
| All | -62.3% | -6.5% | -55.9% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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