-58.7%
ZTS vs BN
+79.0%
-137.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | -2.2% |
| 7D | -4.8% | -1.2% | -3.6% | -4.4% |
| 30D | +1.2% | -10.9% | +12.2% | +4.8% |
| 3M | -6.0% | -11.1% | +5.1% | -2.7% |
| 6M | -38.7% | -4.4% | -34.4% | -38.1% |
| YTD | -40.6% | -14.1% | -26.5% | -38.2% |
| 1Y | -50.6% | -11.1% | -39.5% | -49.3% |
| 3Y | -58.7% | +75.6% | -134.3% | -66.9% |
| All | -58.7% | +79.0% | -137.8% | -66.9% |
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