-58.7%
ZTS vs IBN
+29.3%
-88.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.4% | -2.3% |
| 7D | -4.8% | -2.2% | -2.6% | -4.2% |
| 30D | +1.2% | -2.3% | +3.5% | +1.8% |
| 3M | -6.0% | +15.9% | -21.9% | -9.7% |
| 6M | -38.7% | +5.6% | -44.3% | -39.8% |
| YTD | -40.6% | -0.1% | -40.5% | -41.0% |
| 1Y | -50.6% | -6.5% | -44.1% | -50.3% |
| 3Y | -58.7% | +29.3% | -88.1% | -62.4% |
| All | -58.7% | +29.3% | -88.1% | -62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling