-9.4%
ABT vs ZTS
-63.0%
+53.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | -4.7% | -3.8% | -1.0% | -3.5% |
| 30D | -3.1% | -2.0% | -1.1% | -2.5% |
| 3M | +16.1% | -10.2% | +26.3% | +20.1% |
| 6M | -5.3% | -39.4% | +34.1% | +10.1% |
| YTD | -14.4% | -40.8% | +26.4% | +0.3% |
| 1Y | -18.4% | -50.1% | +31.7% | +1.1% |
| 3Y | +11.2% | -58.9% | +70.1% | +46.2% |
| 5Y | -9.4% | -62.4% | +53.0% | +22.8% |
| All | -9.4% | -63.0% | +53.6% | +22.8% |
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 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