+55.5%
ZTS vs IBN
+316.4%
-260.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -4.5% | -5.5% | +1.0% | -3.0% |
| 30D | -3.3% | -3.4% | +0.1% | -2.4% |
| 3M | -9.7% | +8.7% | -18.4% | -11.9% |
| 6M | -38.8% | +3.7% | -42.6% | -39.6% |
| YTD | -41.2% | -2.4% | -38.8% | -41.0% |
| 1Y | -50.3% | -8.1% | -42.2% | -49.4% |
| 3Y | -59.1% | +26.3% | -85.5% | -62.3% |
| 5Y | -62.8% | +54.9% | -117.7% | -67.8% |
| All | +55.5% | +316.4% | -260.9% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling