+56.2%
ZTS vs UAL
+103.3%
-47.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.1% | -2.6% |
| 7D | -4.8% | +3.5% | -8.2% | -5.2% |
| 30D | +1.2% | -16.5% | +17.7% | +3.7% |
| 3M | -6.0% | +2.8% | -8.8% | -6.8% |
| 6M | -38.7% | +17.6% | -56.3% | -40.7% |
| YTD | -40.6% | -3.2% | -37.4% | -41.1% |
| 1Y | -50.6% | +0.4% | -51.0% | -51.3% |
| 3Y | -58.7% | +128.2% | -186.9% | -65.0% |
| 5Y | -62.8% | +137.7% | -200.6% | -69.4% |
| 10Y | +56.2% | +99.1% | -42.9% | +21.4% |
| All | +56.2% | +103.3% | -47.1% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded UAL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling