-62.3%
ZTS vs BNY
+256.6%
-318.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | -3.7% | -1.3% | -2.4% | -3.3% |
| 30D | -0.8% | -0.2% | -0.6% | -0.8% |
| 3M | -9.7% | +14.9% | -24.7% | -14.4% |
| 6M | -38.4% | +40.0% | -78.4% | -45.5% |
| YTD | -41.1% | +42.0% | -83.1% | -48.3% |
| 1Y | -50.6% | +56.9% | -107.5% | -58.2% |
| 3Y | -59.1% | +289.9% | -349.0% | -75.4% |
| All | -62.3% | +256.6% | -318.9% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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