+78.2%
AAPL vs ZTS
-59.0%
+137.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | -3.0% | -3.8% | +0.8% | -2.3% |
| 30D | +2.3% | -2.0% | +4.3% | +2.6% |
| 3M | +8.6% | -10.2% | +18.8% | +10.6% |
| 6M | +21.6% | -39.4% | +61.0% | +34.3% |
| YTD | +16.3% | -40.8% | +57.1% | +29.2% |
| 1Y | +35.1% | -50.1% | +85.2% | +56.5% |
| All | +78.2% | -59.0% | +137.2% | +116.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling