-26.7%
ZTS vs CB
+34.9%
-61.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.1% | +5.4% | +6.6% |
| 7D | +15.4% | +5.3% | +10.2% | +13.1% |
| 30D | +25.8% | +13.2% | +12.5% | +20.0% |
| 3M | +18.1% | +7.8% | +10.3% | +14.8% |
| 6M | -19.7% | +15.8% | -35.5% | -24.1% |
| YTD | -27.5% | +21.0% | -48.5% | -32.6% |
| 1Y | -26.7% | +32.2% | -58.9% | -35.5% |
| All | -26.7% | +34.9% | -61.6% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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