+268.3%
AMD vs ZTS
-60.0%
+328.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +3.9% | +10.9% | +13.5% |
| 7D | +6.5% | -0.6% | +7.1% | +7.2% |
| 30D | -15.3% | +11.0% | -26.2% | -18.0% |
| 3M | +9.7% | +10.9% | -1.2% | +5.7% |
| 6M | +13.2% | +0.9% | +12.3% | +11.7% |
| YTD | +140.6% | -33.0% | +173.6% | +177.4% |
| 1Y | +111.2% | -29.6% | +140.8% | +136.6% |
| 3Y | +334.4% | -49.0% | +383.5% | +438.8% |
| 5Y | +268.3% | -59.5% | +327.9% | +407.5% |
| All | +268.3% | -60.0% | +328.4% | +407.5% |
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