+142.9%
ADI vs ZTS
-59.5%
+202.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +0.7% | -7.4% | +8.1% | +3.7% |
| 30D | +0.7% | +9.9% | -9.2% | -2.9% |
| 3M | +6.5% | +10.3% | -3.8% | +2.2% |
| 6M | -2.7% | +9.2% | -11.8% | -7.3% |
| YTD | +52.2% | -32.9% | +85.1% | +77.2% |
| 1Y | +77.5% | -29.7% | +107.2% | +101.7% |
| 3Y | +148.8% | -49.0% | +197.7% | +219.4% |
| 5Y | +142.9% | -59.3% | +202.2% | +226.3% |
| All | +142.9% | -59.5% | +202.4% | +226.3% |
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