-62.4%
ZTS vs BBAI
-71.3%
+8.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.7% | -0.3% |
| 7D | -3.8% | -4.1% | +0.3% | -3.7% |
| 30D | -2.0% | -12.4% | +10.4% | -1.9% |
| 3M | -10.2% | -29.1% | +18.9% | -9.8% |
| 6M | -39.4% | -32.6% | -6.8% | -39.2% |
| YTD | -40.8% | -47.6% | +6.8% | -40.5% |
| 1Y | -50.1% | -41.0% | -9.1% | -50.0% |
| 3Y | -58.9% | +67.5% | -126.3% | -59.9% |
| 5Y | -62.4% | -71.3% | +8.9% | -65.5% |
| All | -62.4% | -71.3% | +8.9% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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