+494.9%
INTU vs ZTS
+170.4%
+324.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.0% |
| 7D | -7.1% | -2.0% | -5.1% | -6.1% |
| 30D | +1.5% | +1.9% | -0.5% | +0.2% |
| 3M | +10.7% | -4.0% | +14.7% | +12.6% |
| 6M | -23.8% | -39.1% | +15.3% | -4.3% |
| YTD | -49.3% | -38.8% | -10.5% | -36.6% |
| 1Y | -49.7% | -49.6% | -0.1% | -30.4% |
| 3Y | -38.0% | -59.0% | +21.0% | -6.6% |
| 5Y | -38.7% | -61.8% | +23.0% | -4.3% |
| 10Y | +221.3% | +61.4% | +159.9% | +178.2% |
| All | +494.9% | +170.4% | +324.6% | +369.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling