+166.5%
ZTS vs SIRI
+14.5%
+152.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | -4.8% | +4.3% | -9.0% | -5.6% |
| 30D | +1.2% | -2.8% | +4.1% | +1.7% |
| 3M | -6.0% | +5.9% | -11.9% | -7.3% |
| 6M | -38.7% | +31.9% | -70.7% | -42.4% |
| YTD | -40.6% | +48.7% | -89.3% | -45.6% |
| 1Y | -50.6% | +23.2% | -73.8% | -53.1% |
| 3Y | -58.7% | -23.9% | -34.9% | -58.7% |
| 5Y | -62.8% | -43.4% | -19.4% | -62.1% |
| 10Y | +56.2% | -13.6% | +69.8% | +33.0% |
| All | +166.5% | +14.5% | +152.0% | +114.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling