+232.7%
LITE vs ZTS
-26.9%
+259.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +7.5% | -15.3% | -3.2% |
| 7D | -31.4% | +15.4% | -46.9% | -24.4% |
| 30D | -42.6% | +25.8% | -68.3% | -33.7% |
| 3M | -26.2% | +18.1% | -44.3% | -15.9% |
| 6M | -35.8% | -19.7% | -16.0% | -22.5% |
| YTD | +70.0% | -27.5% | +97.5% | +104.2% |
| 1Y | +232.7% | -26.7% | +259.5% | +309.3% |
| All | +232.7% | -26.9% | +259.7% | +309.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling