+27.8%
INTC vs ZTS
-58.9%
+86.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.6% | -2.7% |
| 7D | +6.0% | +5.6% | +0.4% | +4.8% |
| 30D | -39.2% | +12.1% | -51.3% | -41.0% |
| 3M | -42.9% | +11.3% | -54.2% | -44.8% |
| 6M | -50.4% | +14.3% | -64.7% | -53.0% |
| YTD | +61.7% | -31.9% | +93.6% | +82.8% |
| 1Y | +66.1% | -29.3% | +95.4% | +84.3% |
| 3Y | +58.1% | -48.0% | +106.2% | +95.2% |
| All | +27.8% | -58.9% | +86.8% | +54.4% |
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 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