+513.5%
INTU vs ZTS
+185.1%
+328.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.3% | -0.5% | -2.0% |
| 7D | +0.1% | -0.4% | +0.5% | 0.0% |
| 30D | +15.4% | +11.7% | +3.7% | +8.8% |
| 3M | +6.6% | +3.5% | +3.1% | +4.3% |
| 6M | -11.3% | -27.6% | +16.3% | +1.5% |
| YTD | -47.7% | -35.5% | -12.2% | -36.5% |
| 1Y | -47.0% | -32.1% | -14.9% | -37.7% |
| 3Y | -29.9% | -49.1% | +19.1% | -7.3% |
| 5Y | -42.2% | -61.0% | +18.8% | -10.6% |
| 10Y | +251.7% | +74.4% | +177.3% | +193.9% |
| All | +513.5% | +185.1% | +328.4% | +370.0% |
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