-26.7%
ZTS vs JBL
+20.8%
-47.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.8% | +12.3% | +7.2% |
| 7D | +15.4% | -11.1% | +26.6% | +14.9% |
| 30D | +25.8% | -14.1% | +39.8% | +25.2% |
| 3M | +18.1% | -23.9% | +42.0% | +17.5% |
| 6M | -19.7% | -24.1% | +4.4% | -19.5% |
| YTD | -27.5% | +13.5% | -41.0% | -27.1% |
| 1Y | -26.7% | +23.7% | -50.4% | -27.0% |
| All | -26.7% | +20.8% | -47.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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