-39.9%
BABA vs ZTS
-59.3%
+19.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.5% | -7.5% | -7.2% |
| 7D | -12.7% | +1.0% | -13.7% | -13.0% |
| 30D | -14.9% | +12.4% | -27.3% | -18.1% |
| 3M | -24.6% | +13.6% | -38.2% | -27.9% |
| 6M | -29.3% | +9.3% | -38.7% | -32.0% |
| YTD | -35.0% | -32.6% | -2.5% | -27.3% |
| 1Y | -39.7% | -30.0% | -9.7% | -33.6% |
| 3Y | +21.2% | -48.7% | +69.9% | +44.9% |
| 5Y | -39.9% | -59.3% | +19.4% | -31.8% |
| All | -39.9% | -59.3% | +19.4% | -31.8% |
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