+85.9%
ZTS vs PAAS
+207.5%
-121.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +0.8% |
| 7D | +1.0% | -7.0% | +8.1% | +1.5% |
| 30D | +12.4% | -15.3% | +27.7% | +13.6% |
| 3M | +13.6% | -27.7% | +41.3% | +15.8% |
| 6M | +9.3% | -40.5% | +49.8% | +12.8% |
| YTD | -32.6% | -26.5% | -6.1% | -32.0% |
| 1Y | -30.0% | -0.8% | -29.3% | -31.3% |
| 3Y | -48.7% | +196.9% | -245.7% | -55.1% |
| 5Y | -59.3% | +49.2% | -108.5% | -63.0% |
| All | +85.9% | +207.5% | -121.6% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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