+345.6%
AVGO vs ZTS
-59.1%
+404.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.0% | +5.9% | +3.3% |
| 7D | -0.3% | -4.8% | +4.5% | +0.2% |
| 30D | -13.8% | +1.2% | -15.1% | -14.0% |
| 3M | -6.9% | -6.0% | -0.9% | -6.4% |
| 6M | +11.9% | -38.7% | +50.7% | +20.2% |
| YTD | +6.9% | -40.6% | +47.5% | +15.2% |
| 1Y | +7.4% | -50.6% | +58.0% | +20.3% |
| 3Y | +345.6% | -58.7% | +404.3% | +405.3% |
| All | +345.6% | -59.1% | +404.6% | +405.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling