-50.1%
ZTS vs USAR
+25.8%
-75.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.4% |
| 7D | -3.8% | -4.4% | +0.7% | -3.8% |
| 30D | -2.0% | -10.4% | +8.4% | -2.1% |
| 3M | -10.2% | -18.4% | +8.2% | -10.1% |
| 6M | -39.4% | -8.8% | -30.6% | -39.2% |
| YTD | -40.8% | +43.4% | -84.2% | -40.4% |
| 1Y | -50.1% | +21.0% | -71.1% | -49.9% |
| All | -50.1% | +25.8% | -75.9% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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