+116.0%
INTC vs ZTS
-63.0%
+179.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +18.0% | -3.8% | +21.7% | +19.1% |
| 30D | +8.9% | -2.0% | +11.0% | +9.1% |
| 3M | -1.6% | -10.2% | +8.6% | +0.6% |
| 6M | +133.1% | -39.4% | +172.5% | +171.7% |
| YTD | +187.9% | -40.8% | +228.7% | +238.1% |
| 1Y | +334.7% | -50.1% | +384.8% | +448.0% |
| 3Y | +184.2% | -58.9% | +243.1% | +281.7% |
| 5Y | +116.0% | -62.4% | +178.4% | +174.2% |
| All | +116.0% | -63.0% | +179.0% | +174.2% |
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 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