+85.2%
ABBV vs ZTS
-59.1%
+144.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.0% | 0.0% | -2.5% |
| 7D | -4.3% | -4.8% | +0.5% | -3.5% |
| 30D | +1.1% | +1.2% | -0.1% | +0.9% |
| 3M | +12.3% | -6.0% | +18.3% | +13.2% |
| 6M | +9.8% | -38.7% | +48.5% | +18.8% |
| YTD | +11.5% | -40.6% | +52.1% | +21.0% |
| 1Y | +22.3% | -50.6% | +72.9% | +38.2% |
| 3Y | +85.2% | -58.7% | +143.9% | +114.2% |
| All | +85.2% | -59.1% | +144.2% | +114.2% |
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