+135.1%
ADI vs ZTS
-63.0%
+198.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +2.6% | -3.8% | +6.4% | +4.1% |
| 30D | -4.6% | -2.0% | -2.6% | -4.2% |
| 3M | -9.5% | -10.2% | +0.7% | -6.5% |
| 6M | +14.8% | -39.4% | +54.3% | +38.9% |
| YTD | +35.8% | -40.8% | +76.6% | +66.1% |
| 1Y | +48.9% | -50.1% | +99.1% | +96.8% |
| 3Y | +115.6% | -58.9% | +174.4% | +205.9% |
| 5Y | +135.1% | -62.4% | +197.5% | +235.8% |
| All | +135.1% | -63.0% | +198.1% | +235.8% |
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