-8.0%
BA vs ZTS
-49.3%
+41.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +0.9% |
| 7D | +1.2% | -2.0% | +3.1% | +1.3% |
| 30D | -11.6% | +1.9% | -13.5% | -11.8% |
| 3M | -2.4% | -4.0% | +1.6% | -2.1% |
| 6M | -6.6% | -39.1% | +32.5% | +0.6% |
| YTD | -2.2% | -38.8% | +36.6% | +5.1% |
| 1Y | -8.0% | -49.6% | +41.5% | +2.2% |
| All | -8.0% | -49.3% | +41.3% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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