-26.7%
ZTS vs SIMO
+94.5%
-121.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -9.6% | +17.1% | +6.6% |
| 7D | +15.4% | -16.9% | +32.3% | +13.9% |
| 30D | +25.8% | -35.4% | +61.1% | +22.4% |
| 3M | +18.1% | -31.9% | +50.0% | +15.9% |
| 6M | -19.7% | -19.3% | -0.4% | -20.4% |
| YTD | -27.5% | +98.5% | -126.0% | -25.3% |
| 1Y | -26.7% | +100.5% | -127.2% | -24.4% |
| All | -26.7% | +94.5% | -121.2% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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