-62.3%
ZTS vs PBR
+552.2%
-614.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.2% |
| 7D | -3.7% | +5.4% | -9.1% | -4.1% |
| 30D | -0.8% | +22.9% | -23.6% | -2.2% |
| 3M | -9.7% | +19.6% | -29.4% | -10.9% |
| 6M | -38.4% | +16.5% | -54.9% | -39.1% |
| YTD | -41.1% | +86.7% | -127.8% | -43.6% |
| 1Y | -50.6% | +74.7% | -125.3% | -52.6% |
| 3Y | -59.1% | +102.6% | -161.7% | -61.3% |
| All | -62.3% | +552.2% | -614.5% | -66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling