-61.4%
ZTS vs IBB
+22.5%
-83.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | -2.0% | +1.4% | -3.4% | -2.8% |
| 30D | +1.9% | +10.5% | -8.6% | -4.4% |
| 3M | -4.0% | +23.6% | -27.6% | -16.4% |
| 6M | -39.1% | +22.6% | -61.8% | -46.6% |
| YTD | -38.8% | +25.7% | -64.5% | -47.3% |
| 1Y | -49.6% | +51.4% | -100.9% | -61.6% |
| 3Y | -59.0% | +64.4% | -123.3% | -70.9% |
| All | -61.4% | +22.5% | -83.9% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling