+181.0%
ABBV vs ZTS
-63.0%
+244.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -4.1% | -3.8% | -0.4% | -3.5% |
| 30D | +1.2% | -2.0% | +3.2% | +1.5% |
| 3M | +12.1% | -10.2% | +22.3% | +14.0% |
| 6M | +12.0% | -39.4% | +51.4% | +22.1% |
| YTD | +12.4% | -40.8% | +53.2% | +22.9% |
| 1Y | +22.9% | -50.1% | +73.1% | +39.1% |
| 3Y | +86.8% | -58.9% | +145.6% | +118.3% |
| 5Y | +181.0% | -62.4% | +243.4% | +228.4% |
| All | +181.0% | -63.0% | +244.0% | +228.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling