+8.9%
CAT vs ZTS
-26.9%
+35.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +7.5% | -12.7% | -4.8% |
| 7D | -17.1% | +15.4% | -32.5% | -16.6% |
| 30D | -30.1% | +25.8% | -55.9% | -29.8% |
| 3M | -32.4% | +18.1% | -50.5% | -31.9% |
| 6M | -32.1% | -19.7% | -12.4% | -26.5% |
| YTD | +4.1% | -27.5% | +31.6% | +16.0% |
| 1Y | +8.9% | -26.7% | +35.6% | +21.2% |
| All | +8.9% | -26.9% | +35.8% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling