+13,514.1%
AVGO vs ZTS
+170.4%
+13,343.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -3.0% | -2.0% | -1.0% | -2.1% |
| 30D | -14.4% | +1.9% | -16.3% | -15.6% |
| 3M | -14.4% | -4.0% | -10.4% | -13.8% |
| 6M | +13.1% | -39.1% | +52.3% | +37.6% |
| YTD | +3.8% | -38.8% | +42.6% | +25.4% |
| 1Y | +17.8% | -49.6% | +67.3% | +55.2% |
| 3Y | +325.3% | -59.0% | +384.2% | +500.2% |
| 5Y | +689.9% | -61.8% | +751.7% | +1,036.0% |
| 10Y | +2,597.0% | +61.4% | +2,535.6% | +1,854.0% |
| All | +13,514.1% | +170.4% | +13,343.8% | +8,252.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling