+43.3%
DIS vs ZTS
-51.2%
+94.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.5% |
| 7D | +5.2% | -0.4% | +5.6% | +5.2% |
| 30D | +11.5% | +11.7% | -0.3% | +8.2% |
| 3M | +11.5% | +3.5% | +8.1% | +10.2% |
| 6M | +8.9% | -27.6% | +36.5% | +16.3% |
| YTD | +3.4% | -35.5% | +38.9% | +14.5% |
| 1Y | +7.2% | -32.1% | +39.3% | +16.9% |
| 3Y | +43.3% | -49.1% | +92.4% | +58.4% |
| All | +43.3% | -51.2% | +94.5% | +58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling