-49.5%
ZTS vs BN
+102.8%
-152.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.8% | -0.2% | +2.4% |
| 7D | -1.0% | +3.6% | -4.7% | -2.1% |
| 30D | +10.8% | +15.9% | -5.1% | +5.9% |
| 3M | +14.1% | -2.3% | +16.4% | +14.8% |
| 6M | +0.8% | -8.4% | +9.2% | +3.2% |
| YTD | -33.1% | -5.9% | -27.2% | -32.3% |
| 1Y | -30.0% | -5.6% | -24.4% | -29.4% |
| 3Y | -49.5% | +104.2% | -153.7% | -61.5% |
| All | -49.5% | +102.8% | -152.3% | -61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling