-49.6%
ZTS vs RY
+46.1%
-95.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | -2.0% | +3.1% | -5.1% | -3.2% |
| 30D | +1.9% | -0.3% | +2.2% | +1.9% |
| 3M | -4.0% | +8.7% | -12.7% | -10.1% |
| 6M | -39.1% | +28.5% | -67.7% | -48.9% |
| YTD | -38.8% | +25.1% | -63.9% | -48.0% |
| 1Y | -49.6% | +46.3% | -95.9% | -63.0% |
| All | -49.6% | +46.1% | -95.6% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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