+211.0%
INTU vs ZTS
+56.2%
+154.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | -8.5% | -3.8% | -4.7% | -6.3% |
| 30D | -6.1% | -2.0% | -4.1% | -5.0% |
| 3M | +7.3% | -10.2% | +17.5% | +14.0% |
| 6M | -33.2% | -39.4% | +6.2% | -13.2% |
| YTD | -52.2% | -40.8% | -11.3% | -37.1% |
| 1Y | -52.7% | -50.1% | -2.6% | -31.1% |
| 3Y | -41.6% | -58.9% | +17.3% | -7.3% |
| 5Y | -42.6% | -62.4% | +19.7% | -3.4% |
| 10Y | +211.0% | +58.8% | +152.2% | +145.1% |
| All | +211.0% | +56.2% | +154.8% | +145.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling