-26.7%
ZTS vs BAX
+46.0%
-72.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.0% | +3.5% | +6.4% |
| 7D | +15.4% | +4.1% | +11.3% | +14.0% |
| 30D | +25.8% | +9.4% | +16.3% | +22.4% |
| 3M | +18.1% | -6.5% | +24.6% | +19.7% |
| 6M | -19.7% | +59.6% | -79.3% | -30.1% |
| YTD | -27.5% | +38.9% | -66.4% | -36.4% |
| 1Y | -26.7% | +48.0% | -74.7% | -38.2% |
| All | -26.7% | +46.0% | -72.8% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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