-30.0%
ZTS vs RBA
-5.6%
-24.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +0.9% |
| 7D | +1.0% | -0.5% | +1.6% | +1.2% |
| 30D | +12.4% | +6.8% | +5.6% | +10.2% |
| 3M | +13.6% | +9.5% | +4.1% | +10.4% |
| 6M | +9.3% | -8.2% | +17.5% | +10.7% |
| YTD | -32.6% | -7.7% | -24.8% | -33.4% |
| 1Y | -30.0% | -6.9% | -23.1% | -31.4% |
| All | -30.0% | -5.6% | -24.5% | -31.4% |
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