+200.7%
ZTS vs IBN
+367.3%
-166.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.1% | -0.1% |
| 7D | -0.6% | +15.8% | -16.4% | -4.2% |
| 30D | +11.0% | +25.1% | -14.1% | +5.0% |
| 3M | +10.9% | +16.0% | -5.0% | +6.9% |
| 6M | +0.9% | +32.8% | -31.8% | -6.0% |
| YTD | -33.0% | +18.0% | -51.0% | -35.9% |
| 1Y | -29.6% | +15.9% | -45.5% | -32.4% |
| 3Y | -49.0% | +57.6% | -106.7% | -54.9% |
| 5Y | -59.5% | +74.7% | -134.2% | -65.2% |
| 10Y | +77.0% | +373.9% | -296.9% | +17.6% |
| All | +200.7% | +367.3% | -166.6% | +93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling