-26.7%
ZTS vs XME
+5.2%
-31.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +7.5% |
| 7D | +15.4% | -5.5% | +20.9% | +15.4% |
| 30D | +25.8% | -11.1% | +36.9% | +25.9% |
| 3M | +18.1% | -11.1% | +29.2% | +18.0% |
| 6M | -19.7% | -18.0% | -1.7% | -19.0% |
| YTD | -27.5% | -7.4% | -20.1% | -28.4% |
| 1Y | -26.7% | +6.7% | -33.4% | -29.6% |
| All | -26.7% | +5.2% | -31.9% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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