+1,106.2%
DELL vs ZTS
-63.0%
+1,169.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +8.7% | -3.8% | +12.5% | +9.6% |
| 30D | +16.9% | -2.0% | +18.9% | +17.1% |
| 3M | +40.4% | -10.2% | +50.6% | +43.1% |
| 6M | +267.1% | -39.4% | +306.5% | +318.9% |
| YTD | +329.1% | -40.8% | +369.9% | +394.3% |
| 1Y | +346.9% | -50.1% | +397.0% | +443.2% |
| 3Y | +696.6% | -58.9% | +755.5% | +902.5% |
| 5Y | +1,106.2% | -62.4% | +1,168.5% | +1,350.3% |
| All | +1,106.2% | -63.0% | +1,169.2% | +1,350.3% |
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