-49.1%
ZTS vs RBA
+42.3%
-91.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.9% |
| 7D | -0.4% | +4.3% | -4.7% | -1.4% |
| 30D | +11.7% | +16.3% | -4.6% | +7.4% |
| 3M | +3.5% | +1.3% | +2.1% | +2.8% |
| 6M | -27.6% | -11.1% | -16.6% | -25.7% |
| YTD | -35.5% | -8.5% | -27.0% | -34.6% |
| 1Y | -32.1% | -2.1% | -30.0% | -32.3% |
| 3Y | -49.1% | +44.6% | -93.6% | -54.1% |
| All | -49.1% | +42.3% | -91.4% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling