+2,504.7%
AAPL vs ZTS
+200.9%
+2,303.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | 0.0% |
| 7D | +4.1% | +5.6% | -1.4% | +1.8% |
| 30D | +4.0% | +12.1% | -8.1% | -1.3% |
| 3M | +16.8% | +11.3% | +5.5% | +11.0% |
| 6M | +19.4% | +14.3% | +5.1% | +11.2% |
| YTD | +31.5% | -31.9% | +63.4% | +50.5% |
| 1Y | +31.0% | -29.3% | +60.2% | +47.0% |
| 3Y | +95.3% | -48.0% | +143.3% | +144.5% |
| 5Y | +143.4% | -58.9% | +202.2% | +235.9% |
| 10Y | +1,330.5% | +81.7% | +1,248.9% | +1,056.4% |
| All | +2,504.7% | +200.9% | +2,303.8% | +1,786.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling