-62.8%
ZTS vs BB
-27.1%
-35.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.2% | -3.2% |
| 7D | -4.8% | +0.5% | -5.3% | -4.8% |
| 30D | +1.2% | -12.4% | +13.6% | +2.5% |
| 3M | -6.0% | -15.3% | +9.3% | -5.7% |
| 6M | -38.7% | +128.8% | -167.5% | -46.9% |
| YTD | -40.6% | +107.7% | -148.3% | -47.9% |
| 1Y | -50.6% | +103.9% | -154.5% | -56.8% |
| 3Y | -58.7% | +72.6% | -131.3% | -64.7% |
| 5Y | -62.8% | -24.3% | -38.6% | -66.2% |
| All | -62.8% | -27.1% | -35.8% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling