+556.1%
ON vs ZTS
+78.1%
+478.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.1% | +5.6% | +5.7% |
| 7D | +3.3% | -7.4% | +10.8% | +8.7% |
| 30D | -3.1% | +9.9% | -13.0% | -9.2% |
| 3M | -9.2% | +10.3% | -19.6% | -15.9% |
| 6M | -31.4% | +9.2% | -40.5% | -37.1% |
| YTD | +36.0% | -32.9% | +68.9% | +68.4% |
| 1Y | +52.0% | -29.7% | +81.7% | +81.4% |
| 3Y | +9.3% | -49.0% | +58.2% | +57.0% |
| 5Y | +26.5% | -59.3% | +85.8% | +114.3% |
| 10Y | +556.1% | +78.9% | +477.2% | +274.9% |
| All | +556.1% | +78.1% | +478.0% | +274.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling