-62.4%
ZTS vs BLDR
+13.4%
-75.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | -3.8% | -2.7% | -1.1% | -3.2% |
| 30D | -2.0% | -14.7% | +12.7% | +1.4% |
| 3M | -10.2% | -20.8% | +10.6% | -6.3% |
| 6M | -39.4% | -35.3% | -4.1% | -34.0% |
| YTD | -40.8% | -40.3% | -0.5% | -34.7% |
| 1Y | -50.1% | -56.3% | +6.2% | -41.2% |
| 3Y | -58.9% | -56.1% | -2.8% | -54.1% |
| 5Y | -62.4% | +12.9% | -75.3% | -69.1% |
| All | -62.4% | +13.4% | -75.7% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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