-26.7%
ZTS vs B
+27.8%
-54.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.3% | -0.8% | +7.5% |
| 7D | +15.4% | +1.1% | +14.3% | +15.2% |
| 30D | +25.8% | +0.3% | +25.4% | +25.4% |
| 3M | +18.1% | +5.4% | +12.7% | +17.9% |
| 6M | -19.7% | +5.5% | -25.3% | -20.6% |
| YTD | -27.5% | -6.3% | -21.2% | -28.1% |
| 1Y | -26.7% | +29.4% | -56.1% | -29.2% |
| All | -26.7% | +27.8% | -54.5% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 1y: compounded portfolio wealth divided by compounded B 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…
1y analysis · Full analysis span regression · 6 months rolling