-50.6%
ZTS vs BLK
-0.2%
-50.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.3% |
| 7D | -3.7% | -3.3% | -0.4% | -2.8% |
| 30D | -0.8% | -6.5% | +5.7% | +1.2% |
| 3M | -9.7% | +6.7% | -16.5% | -11.9% |
| 6M | -38.4% | +14.7% | -53.1% | -41.5% |
| YTD | -41.1% | +2.5% | -43.6% | -42.5% |
| 1Y | -50.6% | -2.8% | -47.8% | -52.3% |
| All | -50.6% | -0.2% | -50.4% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling