+424.4%
XBI vs ZTS
+162.3%
+262.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.8% | +0.4% |
| 7D | -0.9% | -4.8% | +3.9% | +1.6% |
| 30D | +2.9% | +1.2% | +1.7% | +1.9% |
| 3M | +26.2% | -6.0% | +32.2% | +28.8% |
| 6M | +30.7% | -38.7% | +69.5% | +64.2% |
| YTD | +32.9% | -40.6% | +73.6% | +69.2% |
| 1Y | +72.3% | -50.6% | +122.9% | +140.9% |
| 3Y | +107.2% | -58.7% | +165.9% | +213.1% |
| 5Y | +23.2% | -62.8% | +86.0% | +94.7% |
| 10Y | +158.5% | +56.2% | +102.3% | +65.2% |
| All | +424.4% | +162.3% | +262.0% | +154.0% |
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