+64.4%
LIN vs ZTS
-59.8%
+124.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | +0.1% |
| 7D | +0.1% | -1.0% | +1.2% | +0.2% |
| 30D | +7.6% | +10.8% | -3.2% | +4.6% |
| 3M | +6.5% | +14.1% | -7.5% | +2.8% |
| 6M | +6.2% | +0.8% | +5.4% | +5.2% |
| YTD | +23.2% | -33.1% | +56.3% | +35.1% |
| 1Y | +25.4% | -30.0% | +55.4% | +35.5% |
| 3Y | +38.3% | -49.5% | +87.8% | +61.1% |
| 5Y | +64.4% | -60.2% | +124.7% | +102.2% |
| All | +64.4% | -59.8% | +124.2% | +102.2% |
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