-26.7%
ZTS vs SPMO
+11.0%
-37.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.8% | +8.3% | +7.3% |
| 7D | +15.4% | -8.9% | +24.3% | +13.9% |
| 30D | +25.8% | -13.8% | +39.6% | +23.5% |
| 3M | +18.1% | -12.5% | +30.6% | +16.3% |
| 6M | -19.7% | -1.5% | -18.3% | -23.8% |
| YTD | -27.5% | +11.3% | -38.8% | -33.5% |
| 1Y | -26.7% | +11.5% | -38.2% | -32.9% |
| All | -26.7% | +11.0% | -37.7% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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