+2,898.2%
LITE vs ZTS
+82.4%
+2,815.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -7.9% | -10.7% | -15.9% |
| 7D | -44.6% | +4.9% | -49.5% | -45.6% |
| 30D | -55.0% | +15.9% | -70.9% | -57.7% |
| 3M | -38.3% | +11.1% | -49.4% | -41.9% |
| 6M | -48.8% | -26.0% | -22.7% | -43.8% |
| YTD | +38.3% | -33.3% | +71.6% | +58.5% |
| 1Y | +119.0% | -30.3% | +149.3% | +144.9% |
| 3Y | +1,092.0% | -47.0% | +1,139.0% | +1,379.8% |
| 5Y | +446.1% | -59.7% | +505.8% | +671.5% |
| 10Y | +1,381.7% | +80.3% | +1,301.3% | +982.9% |
| All | +2,898.2% | +82.4% | +2,815.8% | +2,003.7% |
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