+2,237.6%
AAPL vs ZTS
+170.4%
+2,067.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.2% |
| 7D | +0.1% | -2.0% | +2.1% | +0.9% |
| 30D | +3.0% | +1.9% | +1.1% | +1.8% |
| 3M | +2.9% | -4.0% | +6.9% | +3.9% |
| 6M | +22.1% | -39.1% | +61.2% | +47.5% |
| YTD | +18.0% | -38.8% | +56.8% | +42.0% |
| 1Y | +33.9% | -49.6% | +83.5% | +74.7% |
| 3Y | +71.2% | -59.0% | +130.1% | +140.0% |
| 5Y | +112.6% | -61.8% | +174.4% | +202.9% |
| 10Y | +1,198.8% | +61.4% | +1,137.3% | +1,005.6% |
| All | +2,237.6% | +170.4% | +2,067.2% | +1,679.8% |
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