-49.9%
ZTS vs S
+5.0%
-54.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.9% |
| 7D | -4.8% | -5.8% | +1.0% | -4.5% |
| 30D | +1.2% | -9.2% | +10.4% | +1.6% |
| 3M | -6.0% | +23.4% | -29.4% | -7.9% |
| 6M | -38.7% | +36.9% | -75.7% | -41.3% |
| YTD | -40.6% | +29.5% | -70.2% | -42.7% |
| All | -49.9% | +5.0% | -54.9% | -49.8% |
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