+166.5%
ZTS vs PBR
+312.1%
-145.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.5% | -3.3% |
| 7D | -4.8% | +2.5% | -7.2% | -5.0% |
| 30D | +1.2% | +19.4% | -18.1% | -0.6% |
| 3M | -6.0% | +20.8% | -26.8% | -7.9% |
| 6M | -38.7% | +23.5% | -62.2% | -40.2% |
| YTD | -40.6% | +83.4% | -124.0% | -44.3% |
| 1Y | -50.6% | +77.6% | -128.1% | -53.6% |
| 3Y | -58.7% | +99.9% | -158.6% | -62.0% |
| 5Y | -62.8% | +567.7% | -630.5% | -70.4% |
| 10Y | +56.2% | +621.5% | -565.3% | +16.0% |
| All | +166.5% | +312.1% | -145.7% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling