+4,681.2%
DELL vs ZTS
+58.2%
+4,623.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +14.9% | -2.0% | +16.9% | +15.6% |
| 30D | +13.3% | +1.9% | +11.4% | +11.6% |
| 3M | +24.4% | -4.0% | +28.4% | +24.2% |
| 6M | +258.0% | -39.1% | +297.1% | +325.7% |
| YTD | +320.2% | -38.8% | +359.0% | +398.7% |
| 1Y | +319.1% | -49.6% | +368.6% | +439.2% |
| 3Y | +706.5% | -59.0% | +765.5% | +1,001.2% |
| 5Y | +1,071.9% | -61.8% | +1,133.7% | +1,516.3% |
| 10Y | +4,683.5% | +61.4% | +4,622.0% | +3,201.1% |
| All | +4,681.2% | +58.2% | +4,623.0% | +3,234.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling