-59.1%
ZTS vs BLK
+66.0%
-125.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.5% |
| 7D | -3.7% | -3.3% | -0.4% | -2.5% |
| 30D | -0.8% | -6.5% | +5.7% | +1.8% |
| 3M | -9.7% | +6.7% | -16.5% | -12.4% |
| 6M | -38.4% | +14.7% | -53.1% | -42.0% |
| YTD | -41.1% | +2.5% | -43.6% | -42.3% |
| 1Y | -50.6% | -2.8% | -47.8% | -50.8% |
| 3Y | -59.1% | +65.9% | -125.0% | -70.6% |
| All | -59.1% | +66.0% | -125.1% | -70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling