-29.7%
ZTS vs B
+24.4%
-54.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.5% | +3.7% |
| 7D | -1.0% | +11.3% | -12.4% | -1.1% |
| 30D | +10.8% | +2.9% | +7.8% | +10.4% |
| 3M | +14.1% | -2.9% | +16.9% | +13.5% |
| 6M | +0.8% | -1.2% | +2.0% | +0.8% |
| YTD | -33.1% | -1.3% | -31.8% | -33.9% |
| All | -29.7% | +24.4% | -54.1% | -32.7% |
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