-13.9%
WBD vs ZTS
+154.7%
-168.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.5% | -40.2% | +79.7% | +45.4% |
| 7D | +39.5% | -40.2% | +79.7% | +45.4% |
| 30D | +39.5% | -40.2% | +79.7% | +45.4% |
| 3M | +39.5% | -40.2% | +79.7% | +45.4% |
| 6M | +39.5% | -40.2% | +79.7% | +45.4% |
| YTD | +39.5% | -40.2% | +79.7% | +45.4% |
| 1Y | +63.0% | -50.3% | +113.3% | +80.7% |
| 3Y | +206.7% | -56.7% | +263.5% | +255.5% |
| 5Y | +18.4% | -61.6% | +79.9% | +39.1% |
| 10Y | +11.8% | +49.4% | -37.6% | -13.2% |
| All | -13.9% | +154.7% | -168.5% | -43.0% |
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