+58.8%
ZTS vs PBF
+351.3%
-292.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -3.8% | +1.4% | -5.1% | -3.8% |
| 30D | -2.0% | +15.8% | -17.9% | -3.0% |
| 3M | -10.2% | +90.3% | -100.5% | -14.2% |
| 6M | -39.4% | +102.8% | -142.2% | -42.6% |
| YTD | -40.8% | +187.3% | -228.2% | -45.6% |
| 1Y | -50.1% | +161.8% | -212.0% | -54.0% |
| 3Y | -58.9% | +55.5% | -114.4% | -61.5% |
| 5Y | -62.4% | +801.9% | -864.3% | -70.2% |
| 10Y | +58.8% | +362.2% | -303.4% | +22.5% |
| All | +58.8% | +351.3% | -292.5% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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