+74.5%
UBER vs ZTS
-23.2%
+97.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.4% |
| 7D | -4.5% | -4.5% | 0.0% | -2.2% |
| 30D | -7.6% | -3.3% | -4.3% | -6.1% |
| 3M | +5.8% | -9.7% | +15.5% | +10.9% |
| 6M | +0.3% | -38.8% | +39.1% | +25.9% |
| YTD | -11.2% | -41.2% | +30.0% | +13.4% |
| 1Y | -23.0% | -50.3% | +27.3% | +7.2% |
| 3Y | +53.6% | -59.1% | +112.7% | +131.7% |
| 5Y | +81.9% | -62.8% | +144.7% | +183.8% |
| All | +74.5% | -23.2% | +97.7% | +68.4% |
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