+283.9%
RTX vs ZTS
+56.2%
+227.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.6% | -3.8% | +2.1% | -0.3% |
| 30D | -11.6% | -2.0% | -9.5% | -11.1% |
| 3M | +9.2% | -10.2% | +19.4% | +12.8% |
| 6M | -4.4% | -39.4% | +35.0% | +12.3% |
| YTD | +8.9% | -40.8% | +49.7% | +28.8% |
| 1Y | +32.1% | -50.1% | +82.2% | +66.1% |
| 3Y | +151.2% | -58.9% | +210.1% | +232.6% |
| 5Y | +162.9% | -62.4% | +225.3% | +253.6% |
| 10Y | +283.9% | +58.8% | +225.1% | +183.6% |
| All | +283.9% | +56.2% | +227.7% | +183.6% |
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