+542.4%
LITE vs ZTS
-59.6%
+601.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | -13.9% | -0.6% | -13.3% | -13.6% |
| 30D | -46.9% | +11.0% | -57.9% | -47.9% |
| 3M | -28.0% | +10.9% | -39.0% | -29.7% |
| 6M | -35.2% | +0.9% | -36.1% | -36.0% |
| YTD | +58.9% | -33.0% | +91.9% | +81.9% |
| 1Y | +125.3% | -29.6% | +154.9% | +152.1% |
| 3Y | +1,344.4% | -49.0% | +1,393.5% | +1,707.1% |
| All | +542.4% | -59.6% | +601.9% | +733.4% |
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 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