+174.6%
ZTS vs BIDU
-8.6%
+183.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -1.2% |
| 7D | -2.0% | +2.4% | -4.4% | -2.3% |
| 30D | +1.9% | -10.5% | +12.4% | +3.3% |
| 3M | -4.0% | -26.2% | +22.2% | -0.2% |
| 6M | -39.1% | -16.4% | -22.7% | -38.2% |
| YTD | -38.8% | -23.9% | -14.9% | -37.3% |
| 1Y | -49.6% | +1.3% | -50.8% | -51.1% |
| 3Y | -59.0% | -32.1% | -26.9% | -58.5% |
| 5Y | -61.8% | -39.0% | -22.8% | -62.5% |
| 10Y | +61.4% | -44.0% | +105.5% | +47.0% |
| All | +174.6% | -8.6% | +183.3% | +135.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling