+142.6%
DIS vs ZTS
+185.1%
-42.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.8% |
| 7D | +5.2% | -0.4% | +5.6% | +5.2% |
| 30D | +11.5% | +11.7% | -0.3% | +6.7% |
| 3M | +11.5% | +3.5% | +8.1% | +9.5% |
| 6M | +8.9% | -27.6% | +36.5% | +20.0% |
| YTD | +3.4% | -35.5% | +38.9% | +19.2% |
| 1Y | +7.2% | -32.1% | +39.3% | +21.0% |
| 3Y | +43.3% | -49.1% | +92.4% | +76.1% |
| 5Y | -31.4% | -61.0% | +29.6% | -8.1% |
| 10Y | +37.1% | +74.4% | -37.3% | +12.9% |
| All | +142.6% | +185.1% | -42.4% | +68.5% |
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