+47.5%
AMZN vs ZTS
-62.9%
+110.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | +0.6% |
| 7D | +0.8% | -4.8% | +5.6% | +2.7% |
| 30D | -6.4% | +1.2% | -7.6% | -6.9% |
| 3M | +4.8% | -6.0% | +10.8% | +6.9% |
| 6M | +20.5% | -38.7% | +59.3% | +44.3% |
| YTD | +11.3% | -40.6% | +51.9% | +34.9% |
| 1Y | +9.0% | -50.6% | +59.6% | +43.0% |
| 3Y | +85.9% | -58.7% | +144.6% | +159.0% |
| All | +47.5% | -62.9% | +110.4% | +101.1% |
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