+13,785.1%
AVGO vs ZTS
+197.9%
+13,587.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.1% | +5.3% |
| 7D | +25.0% | +1.0% | +23.9% | +24.5% |
| 30D | +2.0% | +12.4% | -10.4% | -3.4% |
| 3M | -12.3% | +13.6% | -25.8% | -17.7% |
| 6M | -12.8% | +9.3% | -22.1% | -17.9% |
| YTD | +5.9% | -32.6% | +38.4% | +22.0% |
| 1Y | +3.3% | -30.0% | +33.4% | +16.5% |
| 3Y | +293.1% | -48.7% | +341.8% | +393.9% |
| 5Y | +606.7% | -59.3% | +666.0% | +889.8% |
| 10Y | +2,733.6% | +79.8% | +2,653.8% | +1,852.0% |
| All | +13,785.1% | +197.9% | +13,587.2% | +8,024.4% |
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