-50.6%
ZTS vs RBA
-28.4%
-22.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.5% |
| 7D | -4.8% | -1.1% | -3.7% | -4.5% |
| 30D | +1.2% | -13.2% | +14.5% | +4.8% |
| 3M | -6.0% | -21.4% | +15.3% | -0.7% |
| 6M | -38.7% | -20.9% | -17.9% | -35.4% |
| YTD | -40.6% | -19.9% | -20.8% | -37.5% |
| 1Y | -50.6% | -28.7% | -21.9% | -46.5% |
| All | -50.6% | -28.4% | -22.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling