-50.6%
ZTS vs PTC
-38.1%
-12.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.5% | +2.5% | -2.2% |
| 7D | -4.8% | -12.8% | +8.0% | -3.1% |
| 30D | +1.2% | -9.8% | +11.0% | +2.5% |
| 3M | -6.0% | -2.1% | -4.0% | -6.4% |
| 6M | -38.7% | -18.1% | -20.6% | -35.1% |
| YTD | -40.6% | -23.5% | -17.1% | -35.7% |
| 1Y | -50.6% | -37.4% | -13.2% | -41.6% |
| All | -50.6% | -38.1% | -12.5% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling