-26.7%
ZTS vs WY
+0.3%
-27.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.6% | +1.8% | +4.7% |
| 7D | +15.4% | +13.3% | +2.1% | +8.9% |
| 30D | +25.8% | +17.6% | +8.1% | +16.7% |
| 3M | +18.1% | -15.0% | +33.1% | +25.7% |
| 6M | -19.7% | -5.9% | -13.8% | -18.4% |
| YTD | -27.5% | -5.7% | -21.8% | -27.3% |
| 1Y | -26.7% | -0.2% | -26.5% | -28.5% |
| All | -26.7% | +0.3% | -27.0% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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