+189.6%
ZTS vs PTC
+736.1%
-546.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | -0.4% | -0.2% | -0.2% | -0.3% |
| 30D | +11.7% | +0.8% | +11.0% | +11.5% |
| 3M | +3.5% | +32.1% | -28.7% | -6.2% |
| 6M | -27.6% | +42.6% | -70.3% | -36.8% |
| YTD | -35.5% | +12.0% | -47.4% | -39.3% |
| 1Y | -32.1% | +12.2% | -44.2% | -36.2% |
| 3Y | -49.1% | +31.2% | -80.3% | -55.7% |
| 5Y | -61.0% | +54.9% | -115.9% | -68.4% |
| 10Y | +74.4% | +343.1% | -268.8% | -7.3% |
| All | +189.6% | +736.1% | -546.6% | +26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling