+82.2%
UBER vs ZTS
-20.0%
+102.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | -3.9% | -2.0% | -1.9% | -2.9% |
| 30D | +11.1% | +1.9% | +9.2% | +9.6% |
| 3M | +4.9% | -4.0% | +8.9% | +6.5% |
| 6M | -1.2% | -39.1% | +38.0% | +24.6% |
| YTD | -7.3% | -38.8% | +31.5% | +16.1% |
| 1Y | -17.6% | -49.6% | +31.9% | +13.9% |
| 3Y | +61.1% | -59.0% | +120.0% | +143.7% |
| 5Y | +87.9% | -61.8% | +149.7% | +189.6% |
| All | +82.2% | -20.0% | +102.3% | +72.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling