+165.6%
ZTS vs SU
+220.4%
-54.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.6% |
| 7D | -3.8% | +1.6% | -5.3% | -4.0% |
| 30D | -2.0% | +10.7% | -12.8% | -3.6% |
| 3M | -10.2% | +13.5% | -23.7% | -12.0% |
| 6M | -39.4% | +21.8% | -61.2% | -41.5% |
| YTD | -40.8% | +58.8% | -99.7% | -45.2% |
| 1Y | -50.1% | +72.0% | -122.2% | -54.5% |
| 3Y | -58.9% | +121.7% | -180.6% | -64.4% |
| 5Y | -62.4% | +350.4% | -412.8% | -71.7% |
| 10Y | +58.8% | +264.7% | -205.9% | +16.3% |
| All | +165.6% | +220.4% | -54.8% | +96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling