+79.1%
META vs ZTS
-59.9%
+139.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.9% | +4.0% | -0.9% |
| 7D | -3.1% | +4.9% | -8.0% | -5.1% |
| 30D | -18.1% | +15.9% | -34.0% | -23.1% |
| 3M | +2.9% | +11.1% | -8.3% | -2.2% |
| 6M | +0.2% | -26.0% | +26.2% | +11.0% |
| YTD | -8.1% | -33.3% | +25.2% | +6.6% |
| 1Y | -4.5% | -30.3% | +25.8% | +8.1% |
| 3Y | +94.2% | -47.0% | +141.2% | +136.9% |
| 5Y | +79.1% | -59.7% | +138.8% | +147.7% |
| All | +79.1% | -59.9% | +139.0% | +147.7% |
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 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