+3,068.2%
LITE vs ZTS
+76.4%
+2,991.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.3% | +9.0% | +6.8% |
| 7D | -35.9% | -0.4% | -35.5% | -36.0% |
| 30D | -51.5% | +11.7% | -63.2% | -53.8% |
| 3M | -35.7% | +3.5% | -39.2% | -37.9% |
| 6M | -43.0% | -27.6% | -15.3% | -37.2% |
| YTD | +46.1% | -35.5% | +81.6% | +69.2% |
| 1Y | +124.7% | -32.1% | +156.8% | +153.1% |
| 3Y | +1,172.1% | -49.1% | +1,221.1% | +1,501.3% |
| 5Y | +477.0% | -61.0% | +538.1% | +723.9% |
| 10Y | +1,465.7% | +74.4% | +1,391.3% | +1,056.6% |
| All | +3,068.2% | +76.4% | +2,991.8% | +2,146.8% |
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