+985.4%
ADI vs ZTS
+170.4%
+815.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | +0.4% | -2.0% | +2.4% | +1.3% |
| 30D | -3.8% | +1.9% | -5.7% | -5.2% |
| 3M | -15.3% | -4.0% | -11.3% | -14.8% |
| 6M | +6.7% | -39.1% | +45.8% | +30.3% |
| YTD | +34.8% | -38.8% | +73.6% | +63.9% |
| 1Y | +49.0% | -49.6% | +98.6% | +98.0% |
| 3Y | +108.1% | -59.0% | +167.1% | +199.5% |
| 5Y | +142.4% | -61.8% | +204.2% | +254.9% |
| 10Y | +589.9% | +61.4% | +528.5% | +467.7% |
| All | +985.4% | +170.4% | +815.1% | +663.8% |
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 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