+76.2%
UBER vs ZTS
-63.0%
+139.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | -7.0% | -3.8% | -3.3% | -5.5% |
| 30D | -8.9% | -2.0% | -6.9% | -8.1% |
| 3M | +1.0% | -10.2% | +11.2% | +5.4% |
| 6M | -3.7% | -39.4% | +35.7% | +17.8% |
| YTD | -13.0% | -40.8% | +27.8% | +7.3% |
| 1Y | -25.5% | -50.1% | +24.6% | -0.5% |
| 3Y | +50.5% | -58.9% | +109.4% | +116.0% |
| 5Y | +76.2% | -62.4% | +138.5% | +146.3% |
| All | +76.2% | -63.0% | +139.1% | +146.3% |
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