-59.0%
ZTS vs TGT
+41.4%
-100.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.8% | +0.4% |
| 7D | -3.8% | -3.6% | -0.2% | -2.9% |
| 30D | -2.0% | +4.4% | -6.4% | -3.1% |
| 3M | -10.2% | +25.4% | -35.6% | -15.1% |
| 6M | -39.4% | +33.4% | -72.8% | -43.4% |
| YTD | -40.8% | +65.6% | -106.4% | -47.2% |
| 1Y | -50.1% | +80.3% | -130.4% | -56.4% |
| All | -59.0% | +41.4% | -100.3% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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