+174.6%
ZTS vs PSA
+227.2%
-52.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.1% |
| 7D | -2.0% | -3.7% | +1.7% | -0.4% |
| 30D | +1.9% | -7.7% | +9.6% | +5.5% |
| 3M | -4.0% | -0.6% | -3.4% | -3.8% |
| 6M | -39.1% | -0.9% | -38.2% | -39.1% |
| YTD | -38.8% | +18.7% | -57.5% | -43.4% |
| 1Y | -49.6% | +7.6% | -57.2% | -51.4% |
| 3Y | -59.0% | +23.7% | -82.6% | -63.1% |
| 5Y | -61.8% | +13.7% | -75.4% | -64.7% |
| 10Y | +61.4% | +98.9% | -37.4% | +17.3% |
| All | +174.6% | +227.2% | -52.6% | +66.5% |
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