-4.6%
BA vs ZTS
-58.8%
+54.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.0% |
| 7D | +1.2% | -2.0% | +3.1% | +1.6% |
| 30D | -11.6% | +1.9% | -13.5% | -12.1% |
| 3M | -2.4% | -4.0% | +1.6% | -1.8% |
| 6M | -6.6% | -39.1% | +32.5% | +4.4% |
| YTD | -2.2% | -38.8% | +36.6% | +9.0% |
| 1Y | -8.0% | -49.6% | +41.5% | +8.4% |
| All | -4.6% | -58.8% | +54.2% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling