-59.2%
ZTS vs PBR
+101.4%
-160.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.8% |
| 7D | -4.5% | +4.2% | -8.7% | -4.8% |
| 30D | -3.3% | +22.7% | -26.0% | -5.1% |
| 3M | -9.7% | +21.5% | -31.3% | -11.4% |
| 6M | -38.8% | +24.0% | -62.8% | -40.1% |
| YTD | -41.2% | +88.2% | -129.4% | -44.8% |
| 1Y | -50.3% | +74.8% | -125.1% | -53.1% |
| All | -59.2% | +101.4% | -160.6% | -62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling