+50.4%
AMZN vs ZTS
-58.9%
+109.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.7% |
| 7D | +2.8% | +5.6% | -2.7% | +0.8% |
| 30D | +5.0% | +12.1% | -7.1% | +0.2% |
| 3M | +0.6% | +11.3% | -10.7% | -3.9% |
| 6M | -1.3% | +14.3% | -15.6% | -7.2% |
| YTD | +15.5% | -31.9% | +47.4% | +32.2% |
| 1Y | +12.2% | -29.3% | +41.5% | +26.0% |
| 3Y | +87.0% | -48.0% | +135.1% | +130.9% |
| All | +50.4% | -58.9% | +109.4% | +87.7% |
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