+13,055.7%
AVGO vs ZTS
+196.5%
+12,859.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +3.9% |
| 7D | +6.1% | -7.4% | +13.5% | +9.8% |
| 30D | -2.7% | +9.9% | -12.6% | -6.9% |
| 3M | -16.9% | +10.3% | -27.2% | -21.0% |
| 6M | -19.1% | +9.2% | -28.3% | -23.8% |
| YTD | +0.3% | -32.9% | +33.2% | +15.8% |
| 1Y | -1.2% | -29.7% | +28.5% | +11.1% |
| 3Y | +272.4% | -49.0% | +321.4% | +368.9% |
| 5Y | +579.0% | -59.3% | +638.3% | +850.0% |
| 10Y | +2,584.7% | +78.9% | +2,505.8% | +1,753.0% |
| All | +13,055.7% | +196.5% | +12,859.2% | +7,612.3% |
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 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