+1,125.8%
ADI vs ZTS
+196.5%
+929.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +0.7% | -7.4% | +8.1% | +4.4% |
| 30D | +0.7% | +9.9% | -9.2% | -3.7% |
| 3M | +6.5% | +10.3% | -3.8% | +1.1% |
| 6M | -2.7% | +9.2% | -11.8% | -8.3% |
| YTD | +52.2% | -32.9% | +85.1% | +76.9% |
| 1Y | +77.5% | -29.7% | +107.2% | +101.4% |
| 3Y | +148.8% | -49.0% | +197.7% | +221.5% |
| 5Y | +142.9% | -59.3% | +202.2% | +245.0% |
| 10Y | +653.2% | +78.9% | +574.3% | +490.9% |
| All | +1,125.8% | +196.5% | +929.3% | +724.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling