+91.7%
BKNG vs ZTS
-63.0%
+154.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -10.7% | -4.5% | -6.2% | -9.2% |
| 30D | -18.1% | -3.3% | -14.8% | -17.2% |
| 3M | +8.5% | -9.7% | +18.3% | +12.0% |
| 6M | -0.1% | -38.8% | +38.8% | +16.4% |
| YTD | -18.2% | -41.2% | +23.0% | -3.4% |
| 1Y | -19.9% | -50.3% | +30.4% | +0.1% |
| 3Y | +41.6% | -59.1% | +100.7% | +86.4% |
| All | +91.7% | -63.0% | +154.7% | +152.3% |
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 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