+490.8%
LITE vs ZTS
-61.3%
+552.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.3% | +9.0% | +6.2% |
| 7D | -35.9% | -0.4% | -35.5% | -35.8% |
| 30D | -51.5% | +11.7% | -63.2% | -52.5% |
| 3M | -35.7% | +3.5% | -39.2% | -36.5% |
| 6M | -43.0% | -27.6% | -15.3% | -37.0% |
| YTD | +46.1% | -35.5% | +81.6% | +68.2% |
| 1Y | +124.7% | -32.1% | +156.8% | +152.6% |
| 3Y | +1,172.1% | -49.1% | +1,221.1% | +1,469.7% |
| All | +490.8% | -61.3% | +552.1% | +685.3% |
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 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