+6.2%
MSFT vs ZTS
-30.0%
+36.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | +2.3% | -0.6% | +3.0% | +2.5% |
| 30D | -0.4% | +11.0% | -11.3% | -0.6% |
| 3M | +5.6% | +10.9% | -5.4% | +5.3% |
| 6M | +29.0% | +0.9% | +28.0% | +28.4% |
| YTD | +10.9% | -33.0% | +43.9% | +10.2% |
| 1Y | +6.2% | -29.6% | +35.8% | +6.2% |
| All | +6.2% | -30.0% | +36.2% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling