+718.9%
AVGO vs ZTS
-62.4%
+781.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.0% | +5.9% | +3.8% |
| 7D | -0.3% | -4.8% | +4.5% | +1.0% |
| 30D | -13.8% | +1.2% | -15.1% | -14.4% |
| 3M | -6.9% | -6.0% | -0.9% | -5.9% |
| 6M | +11.9% | -38.7% | +50.7% | +28.8% |
| YTD | +6.9% | -40.6% | +47.5% | +24.0% |
| 1Y | +7.4% | -50.6% | +58.0% | +33.3% |
| 3Y | +345.6% | -58.7% | +404.3% | +476.4% |
| 5Y | +718.9% | -62.8% | +781.7% | +996.8% |
| All | +718.9% | -62.4% | +781.3% | +996.8% |
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