-48.0%
ZTS vs SMR
+125.1%
-173.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.3% | +4.4% | +1.1% |
| 7D | +5.6% | -8.3% | +13.8% | +5.7% |
| 30D | +12.1% | -20.1% | +32.2% | +12.4% |
| 3M | +11.3% | -52.7% | +64.0% | +12.2% |
| 6M | +14.3% | -61.0% | +75.3% | +15.5% |
| YTD | -31.9% | -67.1% | +35.2% | -31.2% |
| 1Y | -29.3% | -79.9% | +50.6% | -28.1% |
| 3Y | -48.0% | +101.7% | -149.8% | -52.0% |
| All | -48.0% | +125.1% | -173.2% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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