+205.7%
ZTS vs PSA
+264.0%
-58.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | +5.6% | -1.4% | +7.0% | +6.2% |
| 30D | +12.1% | +15.2% | -3.1% | +5.6% |
| 3M | +11.3% | +2.2% | +9.1% | +10.3% |
| 6M | +14.3% | +11.7% | +2.6% | +9.0% |
| YTD | -31.9% | +32.0% | -63.9% | -39.8% |
| 1Y | -29.3% | +26.3% | -55.5% | -36.3% |
| 3Y | -48.0% | +52.4% | -100.4% | -57.2% |
| 5Y | -58.9% | +26.3% | -85.2% | -63.7% |
| 10Y | +81.7% | +132.3% | -50.7% | +24.3% |
| All | +205.7% | +264.0% | -58.3% | +77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling