-50.1%
ZTS vs BWA
+48.6%
-98.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.3% |
| 7D | -3.8% | +0.1% | -3.9% | -3.7% |
| 30D | -2.0% | -5.6% | +3.5% | -1.9% |
| 3M | -10.2% | -10.7% | +0.5% | -9.3% |
| 6M | -39.4% | +23.2% | -62.6% | -41.5% |
| YTD | -40.8% | +46.0% | -86.8% | -46.1% |
| 1Y | -50.1% | +51.2% | -101.3% | -55.6% |
| All | -50.1% | +48.6% | -98.8% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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