+297.3%
GE vs ZTS
+196.5%
+100.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +4.0% | -7.4% | +11.5% | +6.7% |
| 30D | +11.1% | +9.9% | +1.2% | +7.4% |
| 3M | -6.7% | +10.3% | -17.1% | -10.1% |
| 6M | +14.3% | +9.2% | +5.1% | +10.0% |
| YTD | +11.7% | -32.9% | +44.6% | +25.5% |
| 1Y | +10.9% | -29.7% | +40.6% | +22.4% |
| 3Y | +279.0% | -49.0% | +328.0% | +356.8% |
| 5Y | +427.0% | -59.3% | +486.3% | +577.6% |
| 10Y | +158.6% | +78.9% | +79.6% | +115.3% |
| All | +297.3% | +196.5% | +100.9% | +196.2% |
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