-26.7%
ZTS vs BP
+35.3%
-62.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.2% | +11.6% | +7.4% |
| 7D | +15.4% | -8.4% | +23.8% | +15.4% |
| 30D | +25.8% | +2.2% | +23.5% | +25.2% |
| 3M | +18.1% | +8.8% | +9.3% | +17.1% |
| 6M | -19.7% | -0.5% | -19.2% | -20.6% |
| YTD | -27.5% | +36.2% | -63.7% | -28.8% |
| 1Y | -26.7% | +36.6% | -63.3% | -26.8% |
| All | -26.7% | +35.3% | -62.0% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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