+55.7%
ZTS vs SIRI
-10.2%
+65.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | 0.0% |
| 7D | -3.7% | +0.6% | -4.3% | -3.8% |
| 30D | -0.8% | +2.5% | -3.3% | -1.3% |
| 3M | -9.7% | +6.6% | -16.3% | -11.0% |
| 6M | -38.4% | +32.9% | -71.3% | -41.9% |
| YTD | -41.1% | +50.5% | -91.6% | -45.8% |
| 1Y | -50.6% | +28.0% | -78.6% | -53.3% |
| 3Y | -59.1% | -22.4% | -36.7% | -59.2% |
| 5Y | -62.7% | -41.3% | -21.4% | -62.4% |
| All | +55.7% | -10.2% | +65.9% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling