-32.1%
ZTS vs USFD
+46.1%
-78.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | -0.4% | +3.0% | -3.4% | -1.3% |
| 30D | +11.7% | +11.1% | +0.7% | +8.4% |
| 3M | +3.5% | -0.3% | +3.7% | +3.4% |
| 6M | -27.6% | +15.9% | -43.5% | -30.9% |
| YTD | -35.5% | +41.6% | -77.1% | -41.3% |
| 1Y | -32.1% | +49.4% | -81.5% | -39.7% |
| All | -32.1% | +46.1% | -78.2% | -39.7% |
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