-26.7%
ZTS vs TROW
+17.3%
-44.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.0% | +1.5% | +5.6% |
| 7D | +15.4% | +8.2% | +7.2% | +12.7% |
| 30D | +25.8% | +8.3% | +17.4% | +22.7% |
| 3M | +18.1% | -1.6% | +19.7% | +18.2% |
| 6M | -19.7% | +11.9% | -31.6% | -23.7% |
| YTD | -27.5% | +14.3% | -41.8% | -32.6% |
| 1Y | -26.7% | +17.0% | -43.7% | -32.9% |
| All | -26.7% | +17.3% | -44.0% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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