-29.3%
ZTS vs BN
-11.7%
-17.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.8% |
| 7D | +5.6% | -1.0% | +6.6% | +6.0% |
| 30D | +12.1% | +14.0% | -1.9% | +7.0% |
| 3M | +11.3% | -9.0% | +20.3% | +15.3% |
| 6M | +14.3% | -8.8% | +23.1% | +17.9% |
| YTD | -31.9% | -10.3% | -21.6% | -30.3% |
| 1Y | -29.3% | -5.8% | -23.5% | -30.4% |
| All | -29.3% | -11.7% | -17.6% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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