-38.4%
INTU vs ZTS
-61.7%
+23.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.1% |
| 7D | -7.1% | -2.0% | -5.1% | -6.2% |
| 30D | +1.5% | +1.9% | -0.5% | +0.3% |
| 3M | +10.7% | -4.0% | +14.7% | +12.4% |
| 6M | -23.8% | -39.1% | +15.3% | -5.7% |
| YTD | -49.3% | -38.8% | -10.5% | -37.5% |
| 1Y | -49.7% | -49.6% | -0.1% | -31.1% |
| 3Y | -38.0% | -59.0% | +21.0% | -6.3% |
| All | -38.4% | -61.7% | +23.3% | -1.3% |
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