-42.2%
INTU vs ZTS
-61.3%
+19.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.3% | -0.5% | -2.2% |
| 7D | +0.1% | -0.4% | +0.5% | 0.0% |
| 30D | +15.4% | +11.7% | +3.7% | +9.4% |
| 3M | +6.6% | +3.5% | +3.1% | +4.5% |
| 6M | -11.3% | -27.6% | +16.3% | +0.1% |
| YTD | -47.7% | -35.5% | -12.2% | -37.4% |
| 1Y | -47.0% | -32.1% | -14.9% | -38.6% |
| 3Y | -29.9% | -49.1% | +19.1% | -10.4% |
| All | -42.2% | -61.3% | +19.0% | -8.9% |
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