-62.8%
ZTS vs WWD
+192.1%
-254.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.5% |
| 7D | -4.8% | +0.8% | -5.6% | -5.0% |
| 30D | +1.2% | -6.4% | +7.7% | +2.7% |
| 3M | -6.0% | -5.6% | -0.4% | -5.4% |
| 6M | -38.7% | -9.1% | -29.6% | -37.7% |
| YTD | -40.6% | +12.5% | -53.1% | -43.1% |
| 1Y | -50.6% | +41.3% | -91.9% | -55.6% |
| 3Y | -58.7% | +170.2% | -229.0% | -70.2% |
| 5Y | -62.8% | +192.5% | -255.3% | -75.2% |
| All | -62.8% | +192.1% | -254.9% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 5y: compounded portfolio wealth divided by compounded WWD 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…
5y analysis · Full analysis span regression · 6 months rolling