-49.6%
ZTS vs IBB
+51.5%
-101.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -2.0% | +1.4% | -3.4% | -2.6% |
| 30D | +1.9% | +10.5% | -8.6% | -2.7% |
| 3M | -4.0% | +23.6% | -27.6% | -14.2% |
| 6M | -39.1% | +22.6% | -61.8% | -45.2% |
| YTD | -38.8% | +25.7% | -64.5% | -45.6% |
| 1Y | -49.6% | +51.4% | -100.9% | -59.3% |
| All | -49.6% | +51.5% | -101.0% | -59.3% |
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