+553.0%
AMZN vs ZTS
+58.5%
+494.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -2.7% | -4.5% | +1.8% | -0.8% |
| 30D | -7.5% | -3.3% | -4.2% | -6.3% |
| 3M | +5.8% | -9.7% | +15.6% | +10.1% |
| 6M | +17.5% | -38.8% | +56.4% | +42.6% |
| YTD | +9.1% | -41.2% | +50.3% | +34.5% |
| 1Y | +9.4% | -50.3% | +59.7% | +45.0% |
| 3Y | +82.2% | -59.1% | +141.4% | +157.6% |
| 5Y | +45.2% | -62.8% | +108.0% | +110.7% |
| All | +553.0% | +58.5% | +494.5% | +457.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling