+174.6%
ZTS vs SPG
+157.5%
+17.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -2.0% | -2.4% | +0.4% | -1.5% |
| 30D | +1.9% | -6.8% | +8.7% | +3.5% |
| 3M | -4.0% | +2.7% | -6.7% | -4.6% |
| 6M | -39.1% | +5.5% | -44.6% | -39.8% |
| YTD | -38.8% | +15.7% | -54.5% | -40.7% |
| 1Y | -49.6% | +20.9% | -70.4% | -51.6% |
| 3Y | -59.0% | +112.4% | -171.4% | -65.1% |
| 5Y | -61.8% | +101.4% | -163.1% | -67.4% |
| 10Y | +61.4% | +60.6% | +0.8% | +47.9% |
| All | +174.6% | +157.5% | +17.1% | +112.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling