-10.3%
DIS vs ZTS
-50.8%
+40.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.7% | +0.3% |
| 7D | -1.1% | -4.8% | +3.7% | -0.2% |
| 30D | +0.1% | +1.2% | -1.1% | -0.2% |
| 3M | +7.1% | -6.0% | +13.1% | +8.0% |
| 6M | +4.3% | -38.7% | +43.0% | +13.5% |
| YTD | -6.9% | -40.6% | +33.7% | +2.3% |
| 1Y | -10.3% | -50.6% | +40.3% | -0.1% |
| All | -10.3% | -50.8% | +40.5% | -0.1% |
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