+67.6%
UBER vs ZTS
-11.0%
+78.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.3% |
| 7D | +1.6% | +5.6% | -4.0% | -1.1% |
| 30D | +0.6% | +12.1% | -11.5% | -5.3% |
| 3M | -8.2% | +11.3% | -19.4% | -13.4% |
| 6M | -6.7% | +14.3% | -21.0% | -13.8% |
| YTD | -14.7% | -31.9% | +17.2% | +0.7% |
| 1Y | -24.1% | -29.3% | +5.2% | -12.5% |
| 3Y | +33.4% | -48.0% | +81.5% | +75.1% |
| 5Y | +54.5% | -58.9% | +113.3% | +130.4% |
| All | +67.6% | -11.0% | +78.6% | +49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling