+55.5%
ZTS vs BIDU
-49.1%
+104.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | -4.5% | -5.2% | +0.7% | -3.8% |
| 30D | -3.3% | -14.5% | +11.2% | -1.4% |
| 3M | -9.7% | -22.9% | +13.1% | -6.9% |
| 6M | -38.8% | -27.8% | -11.0% | -36.7% |
| YTD | -41.2% | -30.7% | -10.5% | -39.0% |
| 1Y | -50.3% | -15.8% | -34.5% | -50.5% |
| 3Y | -59.1% | -33.2% | -25.9% | -58.7% |
| 5Y | -62.8% | -44.8% | -18.0% | -62.9% |
| All | +55.5% | -49.1% | +104.6% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling