+13.4%
PG vs ZTS
-63.0%
+76.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -0.8% | -3.7% | +2.9% | 0.0% |
| 30D | +0.8% | -0.8% | +1.6% | +0.9% |
| 3M | -1.3% | -9.7% | +8.4% | +0.7% |
| 6M | -3.8% | -38.4% | +34.6% | +5.8% |
| YTD | +3.6% | -41.1% | +44.7% | +15.0% |
| 1Y | -5.7% | -50.6% | +44.9% | +8.7% |
| 3Y | +1.6% | -59.1% | +60.7% | +21.1% |
| All | +13.4% | -63.0% | +76.4% | +33.0% |
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