-62.2%
ZTS vs PSA
+13.5%
-75.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -2.9% |
| 7D | -4.8% | -0.4% | -4.4% | -4.6% |
| 30D | +1.2% | -8.2% | +9.4% | +5.5% |
| 3M | -6.0% | -2.1% | -3.9% | -5.1% |
| 6M | -38.7% | -0.2% | -38.5% | -38.9% |
| YTD | -40.6% | +18.5% | -59.1% | -45.6% |
| 1Y | -50.6% | +6.6% | -57.2% | -52.4% |
| 3Y | -58.7% | +24.5% | -83.2% | -63.8% |
| All | -62.2% | +13.5% | -75.7% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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