-49.6%
ZTS vs USB
+35.1%
-84.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | -2.0% | +1.4% | -3.4% | -2.6% |
| 30D | +1.9% | -1.3% | +3.2% | +2.4% |
| 3M | -4.0% | +15.2% | -19.2% | -11.3% |
| 6M | -39.1% | +18.8% | -58.0% | -44.5% |
| YTD | -38.8% | +21.0% | -59.8% | -44.9% |
| 1Y | -49.6% | +34.0% | -83.6% | -57.3% |
| All | -49.6% | +35.1% | -84.7% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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