-62.3%
ZTS vs SPMO
+149.5%
-211.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | -0.1% |
| 7D | -3.7% | -0.9% | -2.8% | -3.4% |
| 30D | -0.8% | -1.9% | +1.1% | -0.1% |
| 3M | -9.7% | -1.4% | -8.4% | -10.4% |
| 6M | -38.4% | +25.5% | -63.9% | -46.9% |
| YTD | -41.1% | +24.8% | -65.9% | -49.1% |
| 1Y | -50.6% | +24.5% | -75.1% | -57.3% |
| 3Y | -59.1% | +157.1% | -216.3% | -79.7% |
| All | -62.3% | +149.5% | -211.8% | -81.3% |
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