-59.1%
ZTS vs SU
+120.0%
-179.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.7% | +2.2% | -6.0% | -3.9% |
| 30D | -0.8% | +8.4% | -9.2% | -1.4% |
| 3M | -9.7% | +12.1% | -21.8% | -10.7% |
| 6M | -38.4% | +19.7% | -58.1% | -39.6% |
| YTD | -41.1% | +58.4% | -99.5% | -44.2% |
| 1Y | -50.6% | +67.2% | -117.9% | -53.6% |
| 3Y | -59.1% | +125.0% | -184.2% | -63.7% |
| All | -59.1% | +120.0% | -179.1% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling