-49.1%
ZTS vs PTC
+32.2%
-81.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | -0.4% | -0.2% | -0.2% | -0.4% |
| 30D | +11.7% | +0.8% | +11.0% | +11.6% |
| 3M | +3.5% | +32.1% | -28.7% | -1.6% |
| 6M | -27.6% | +42.6% | -70.3% | -32.6% |
| YTD | -35.5% | +12.0% | -47.4% | -36.4% |
| 1Y | -32.1% | +12.2% | -44.2% | -33.2% |
| 3Y | -49.1% | +31.2% | -80.3% | -52.8% |
| All | -49.1% | +32.2% | -81.2% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling