-26.7%
ZTS vs IBB
+42.2%
-68.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +6.4% |
| 7D | +15.4% | +2.2% | +13.2% | +14.4% |
| 30D | +25.8% | +6.3% | +19.4% | +22.5% |
| 3M | +18.1% | +16.3% | +1.8% | +10.6% |
| 6M | -19.7% | +30.0% | -49.7% | -29.0% |
| YTD | -27.5% | +31.1% | -58.7% | -36.1% |
| 1Y | -26.7% | +42.0% | -68.7% | -38.0% |
| All | -26.7% | +42.2% | -68.9% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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