+8.3%
DIS vs ZTS
-26.9%
+35.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.5% | -3.3% | +2.4% |
| 7D | +9.1% | +15.4% | -6.3% | +5.5% |
| 30D | +14.8% | +25.8% | -11.0% | +8.9% |
| 3M | +21.2% | +18.1% | +3.1% | +16.2% |
| 6M | +18.3% | -19.7% | +38.1% | +21.5% |
| YTD | +5.4% | -27.5% | +32.9% | +13.8% |
| 1Y | +8.3% | -26.7% | +35.0% | +16.4% |
| All | +8.3% | -26.9% | +35.2% | +16.4% |
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