+199.0%
AMD vs ZTS
-61.3%
+260.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.3% | +14.3% | +12.0% |
| 7D | -11.0% | -0.4% | -10.6% | -10.7% |
| 30D | -30.5% | +11.7% | -42.2% | -33.0% |
| 3M | -8.2% | +3.5% | -11.7% | -9.8% |
| 6M | +6.6% | -27.6% | +34.2% | +18.7% |
| YTD | +109.7% | -35.5% | +145.1% | +144.4% |
| 1Y | +88.9% | -32.1% | +121.0% | +113.7% |
| 3Y | +301.8% | -49.1% | +350.9% | +389.4% |
| All | +199.0% | -61.3% | +260.3% | +319.6% |
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