-50.1%
ZTS vs SPG
+19.3%
-69.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.8% |
| 7D | -3.8% | -1.7% | -2.1% | -3.0% |
| 30D | -2.0% | -6.3% | +4.2% | +1.1% |
| 3M | -10.2% | -2.4% | -7.8% | -9.4% |
| 6M | -39.4% | +9.6% | -49.0% | -41.4% |
| YTD | -40.8% | +14.2% | -55.0% | -42.9% |
| 1Y | -50.1% | +19.3% | -69.4% | -50.7% |
| All | -50.1% | +19.3% | -69.4% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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