+16.0%
BX vs ZTS
-62.7%
+78.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.5% |
| 7D | -8.9% | -4.5% | -4.4% | -6.6% |
| 30D | -14.8% | -3.3% | -11.5% | -13.4% |
| 3M | +6.9% | -9.7% | +16.7% | +12.1% |
| 6M | +16.3% | -38.8% | +55.1% | +48.8% |
| YTD | -16.1% | -41.2% | +25.1% | +10.0% |
| 1Y | -26.8% | -50.3% | +23.5% | +5.5% |
| 3Y | +22.4% | -59.1% | +81.6% | +94.4% |
| 5Y | +16.0% | -62.8% | +78.8% | +92.7% |
| All | +16.0% | -62.7% | +78.7% | +92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling