-62.3%
ZTS vs BLK
+32.0%
-94.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.6% |
| 7D | -3.7% | -3.3% | -0.4% | -2.3% |
| 30D | -0.8% | -6.5% | +5.7% | +2.2% |
| 3M | -9.7% | +6.7% | -16.5% | -12.7% |
| 6M | -38.4% | +14.7% | -53.1% | -42.5% |
| YTD | -41.1% | +2.5% | -43.6% | -42.4% |
| 1Y | -50.6% | -2.8% | -47.8% | -50.7% |
| 3Y | -59.1% | +65.9% | -125.0% | -69.3% |
| All | -62.3% | +32.0% | -94.4% | -69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling