+436.7%
GE vs ZTS
-62.4%
+499.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +0.2% |
| 7D | +1.2% | -4.8% | +5.9% | +2.6% |
| 30D | -9.5% | +1.2% | -10.7% | -10.0% |
| 3M | +4.1% | -6.0% | +10.1% | +5.5% |
| 6M | +3.9% | -38.7% | +42.7% | +19.1% |
| YTD | +9.0% | -40.6% | +49.6% | +26.1% |
| 1Y | +21.9% | -50.6% | +72.5% | +49.2% |
| 3Y | +281.8% | -58.7% | +340.5% | +385.6% |
| 5Y | +436.7% | -62.8% | +499.6% | +556.8% |
| All | +436.7% | -62.4% | +499.1% | +556.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling