+33.9%
AAPL vs ZTS
-49.3%
+83.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.5% |
| 7D | +0.1% | -2.0% | +2.1% | +0.2% |
| 30D | +3.0% | +1.9% | +1.1% | +2.8% |
| 3M | +2.9% | -4.0% | +6.9% | +3.0% |
| 6M | +22.1% | -39.1% | +61.2% | +28.0% |
| YTD | +18.0% | -38.8% | +56.8% | +23.6% |
| 1Y | +33.9% | -49.6% | +83.5% | +38.4% |
| All | +33.9% | -49.3% | +83.3% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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