-58.7%
ZTS vs SPMO
+114.1%
-172.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.6% |
| 7D | +5.6% | +6.3% | -0.8% | +3.1% |
| 30D | +12.1% | -8.9% | +20.9% | +15.7% |
| 3M | +11.3% | -13.2% | +24.5% | +16.8% |
| 6M | +14.3% | -9.3% | +23.6% | +15.5% |
| YTD | -31.9% | +11.6% | -43.4% | -38.8% |
| 1Y | -29.3% | +13.4% | -42.6% | -37.1% |
| 3Y | -48.0% | +122.9% | -170.9% | -72.5% |
| All | -58.7% | +114.1% | -172.8% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling