-29.6%
ZTS vs S
+37.8%
-67.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -0.6% | +1.4% | -2.0% | -0.7% |
| 30D | +11.0% | -10.8% | +21.8% | +11.1% |
| 3M | +10.9% | +5.4% | +5.5% | +10.6% |
| 6M | +0.9% | +41.2% | -40.3% | -0.3% |
| YTD | -33.0% | +56.2% | -89.2% | -34.7% |
| 1Y | -29.6% | +36.3% | -65.9% | -30.3% |
| All | -29.6% | +37.8% | -67.4% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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