-26.7%
ZTS vs URA
-32.2%
+5.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.5% | +7.5% |
| 7D | +15.4% | -10.5% | +26.0% | +15.3% |
| 30D | +25.8% | -18.6% | +44.4% | +25.8% |
| 3M | +18.1% | -23.0% | +41.1% | +18.1% |
| 6M | -19.7% | -40.3% | +20.5% | -18.1% |
| YTD | -27.5% | -23.5% | -4.0% | -26.4% |
| 1Y | -26.7% | -31.1% | +4.4% | -25.7% |
| All | -26.7% | -32.2% | +5.4% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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