+0.7%
PFE vs ZTS
-57.7%
+58.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | +1.8% | -2.0% | +3.7% | +2.2% |
| 30D | +10.2% | +1.9% | +8.3% | +9.6% |
| 3M | +12.7% | -4.0% | +16.7% | +13.3% |
| 6M | +10.5% | -39.1% | +49.7% | +23.3% |
| YTD | +20.2% | -38.8% | +59.0% | +33.8% |
| 1Y | +24.1% | -49.6% | +73.6% | +45.0% |
| All | +0.7% | -57.7% | +58.4% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling