+174.6%
ZTS vs ALB
+148.2%
+26.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | +0.1% |
| 7D | -2.0% | -8.1% | +6.1% | -0.6% |
| 30D | +1.9% | +6.3% | -4.4% | +0.7% |
| 3M | -4.0% | -23.6% | +19.6% | -0.1% |
| 6M | -39.1% | -24.6% | -14.5% | -37.3% |
| YTD | -38.8% | -10.3% | -28.5% | -39.4% |
| 1Y | -49.6% | +61.5% | -111.0% | -55.7% |
| 3Y | -59.0% | -34.0% | -25.0% | -59.4% |
| 5Y | -61.8% | -44.6% | -17.2% | -62.3% |
| 10Y | +61.4% | +76.1% | -14.7% | +7.2% |
| All | +174.6% | +148.2% | +26.5% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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