-50.1%
ZTS vs XRT
-2.7%
-47.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.8% |
| 7D | -3.8% | -2.4% | -1.3% | -2.2% |
| 30D | -2.0% | -6.9% | +4.9% | +2.8% |
| 3M | -10.2% | -0.4% | -9.8% | -10.5% |
| 6M | -39.4% | +2.2% | -41.6% | -40.4% |
| YTD | -40.8% | -0.7% | -40.1% | -40.9% |
| 1Y | -50.1% | -2.0% | -48.1% | -51.3% |
| All | -50.1% | -2.7% | -47.4% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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