+4,404.4%
DELL vs ZTS
+58.7%
+4,345.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | -3.7% | +12.0% | +9.7% |
| 30D | +17.1% | -0.8% | +17.9% | +16.9% |
| 3M | +45.2% | -9.7% | +54.9% | +48.5% |
| 6M | +286.8% | -38.4% | +325.2% | +355.7% |
| YTD | +354.8% | -41.1% | +395.9% | +447.1% |
| 1Y | +358.3% | -50.6% | +408.9% | +493.0% |
| 3Y | +724.9% | -59.1% | +784.0% | +1,021.8% |
| 5Y | +1,193.7% | -62.7% | +1,256.4% | +1,696.4% |
| All | +4,404.4% | +58.7% | +4,345.7% | +3,021.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling