-26.7%
ZTS vs USFD
+49.6%
-76.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.5% | -1.0% | +4.7% |
| 7D | +15.4% | +7.8% | +7.6% | +12.6% |
| 30D | +25.8% | +16.2% | +9.6% | +20.2% |
| 3M | +18.1% | +11.0% | +7.1% | +14.0% |
| 6M | -19.7% | +20.7% | -40.5% | -24.3% |
| YTD | -27.5% | +46.0% | -73.5% | -34.5% |
| 1Y | -26.7% | +49.8% | -76.5% | -34.5% |
| All | -26.7% | +49.6% | -76.3% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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