-29.7%
ZTS vs IBN
+15.0%
-44.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -7.4% | +11.1% | -18.6% | -10.7% |
| 30D | +9.9% | +23.9% | -14.0% | +1.9% |
| 3M | +10.3% | +16.3% | -6.0% | +4.3% |
| 6M | +9.2% | +34.2% | -25.0% | -2.1% |
| YTD | -32.9% | +17.6% | -50.4% | -38.0% |
| 1Y | -29.7% | +13.8% | -43.6% | -35.5% |
| All | -29.7% | +15.0% | -44.8% | -35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling