-4.5%
UPS vs ZTS
-48.8%
+44.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.2% |
| 7D | -1.6% | -7.4% | +5.8% | +0.3% |
| 30D | +17.9% | +9.9% | +8.1% | +15.1% |
| 3M | +9.4% | +10.3% | -0.9% | +6.5% |
| 6M | +16.2% | +9.2% | +7.0% | +12.9% |
| YTD | +18.8% | -32.9% | +51.6% | +32.0% |
| 1Y | +26.1% | -29.7% | +55.8% | +37.8% |
| All | -4.5% | -48.8% | +44.3% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling