-62.8%
ZTS vs BNS
+92.5%
-155.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.0% |
| 7D | -4.5% | -2.2% | -2.3% | -3.6% |
| 30D | -3.3% | +4.5% | -7.8% | -5.4% |
| 3M | -9.7% | +14.9% | -24.6% | -15.9% |
| 6M | -38.8% | +32.5% | -71.3% | -46.7% |
| YTD | -41.2% | +28.6% | -69.8% | -48.2% |
| 1Y | -50.3% | +48.4% | -98.7% | -59.2% |
| 3Y | -59.1% | +130.8% | -189.9% | -73.4% |
| 5Y | -62.8% | +94.8% | -157.6% | -73.0% |
| All | -62.8% | +92.5% | -155.3% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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