-26.7%
ZTS vs PBR
+74.7%
-101.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -7.0% | +14.5% | +7.4% |
| 7D | +15.4% | -11.0% | +26.4% | +15.5% |
| 30D | +25.8% | -18.8% | +44.5% | +26.1% |
| 3M | +18.1% | +7.8% | +10.3% | +17.0% |
| 6M | -19.7% | -7.6% | -12.2% | -20.4% |
| YTD | -27.5% | +72.7% | -100.2% | -25.6% |
| 1Y | -26.7% | +72.9% | -99.7% | -24.1% |
| All | -26.7% | +74.7% | -101.4% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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