-26.7%
ZTS vs TDY
+22.9%
-49.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.8% | +12.2% | +8.0% |
| 7D | +15.4% | -5.0% | +20.5% | +16.0% |
| 30D | +25.8% | +2.0% | +23.8% | +24.7% |
| 3M | +18.1% | -7.7% | +25.8% | +19.0% |
| 6M | -19.7% | -0.9% | -18.9% | -20.3% |
| YTD | -27.5% | +23.7% | -51.3% | -30.7% |
| 1Y | -26.7% | +23.6% | -50.3% | -30.0% |
| All | -26.7% | +22.9% | -49.6% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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