-49.1%
ZTS vs S
+34.5%
-83.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.5% |
| 7D | -0.4% | -13.4% | +13.0% | +0.9% |
| 30D | +11.7% | -14.0% | +25.7% | +13.1% |
| 3M | +3.5% | +4.9% | -1.4% | +2.3% |
| 6M | -27.6% | +42.0% | -69.6% | -31.2% |
| YTD | -35.5% | +45.1% | -80.6% | -39.2% |
| 1Y | -32.1% | +33.1% | -65.2% | -35.4% |
| 3Y | -49.1% | +40.6% | -89.7% | -51.8% |
| All | -49.1% | +34.5% | -83.5% | -51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling