-39.8%
BABA vs ZTS
-58.9%
+19.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.3% |
| 7D | -13.8% | +5.6% | -19.3% | -15.2% |
| 30D | -15.1% | +12.1% | -27.2% | -18.3% |
| 3M | -22.7% | +11.3% | -34.0% | -25.6% |
| 6M | -34.7% | +14.3% | -49.0% | -38.0% |
| YTD | -35.0% | -31.9% | -3.1% | -27.5% |
| 1Y | -40.4% | -29.3% | -11.2% | -34.6% |
| 3Y | +21.9% | -48.0% | +70.0% | +45.1% |
| All | -39.8% | -58.9% | +19.2% | -30.1% |
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