+201.2%
ABT vs ZTS
+58.5%
+142.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -5.0% | -4.5% | -0.5% | -3.0% |
| 30D | -5.8% | -3.3% | -2.5% | -4.5% |
| 3M | +16.7% | -9.7% | +26.5% | +21.9% |
| 6M | -5.2% | -38.8% | +33.6% | +15.8% |
| YTD | -16.0% | -41.2% | +25.2% | +4.5% |
| 1Y | -18.3% | -50.3% | +32.0% | +9.2% |
| 3Y | +9.2% | -59.1% | +68.4% | +56.3% |
| 5Y | -11.6% | -62.8% | +51.2% | +30.7% |
| All | +201.2% | +58.5% | +142.8% | +116.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling