+281.8%
GE vs ZTS
-59.1%
+340.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | 0.0% |
| 7D | +1.2% | -4.8% | +5.9% | +2.2% |
| 30D | -9.5% | +1.2% | -10.7% | -9.9% |
| 3M | +4.1% | -6.0% | +10.1% | +5.3% |
| 6M | +3.9% | -38.7% | +42.7% | +16.2% |
| YTD | +9.0% | -40.6% | +49.6% | +22.9% |
| 1Y | +21.9% | -50.6% | +72.5% | +43.9% |
| 3Y | +281.8% | -58.7% | +340.5% | +373.5% |
| All | +281.8% | -59.1% | +340.9% | +373.5% |
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 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