+100.2%
XBI vs ZTS
-59.2%
+159.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -4.6% | -4.5% | -0.1% | -3.4% |
| 30D | -0.8% | -3.3% | +2.5% | 0.0% |
| 3M | +21.8% | -9.7% | +31.6% | +24.7% |
| 6M | +23.2% | -38.8% | +62.0% | +41.7% |
| YTD | +28.7% | -41.2% | +69.9% | +49.8% |
| 1Y | +67.8% | -50.3% | +118.1% | +107.1% |
| All | +100.2% | -59.2% | +159.4% | +169.5% |
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