+267.4%
RTX vs ZTS
+80.8%
+186.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | +4.8% | +5.6% | -0.8% | +2.8% |
| 30D | +6.5% | +12.1% | -5.6% | +2.0% |
| 3M | -9.6% | +11.3% | -20.9% | -13.5% |
| 6M | +12.3% | +14.3% | -2.0% | +6.0% |
| YTD | +9.5% | -31.9% | +41.3% | +22.9% |
| 1Y | +15.8% | -29.3% | +45.1% | +27.8% |
| 3Y | +157.0% | -48.0% | +205.1% | +210.1% |
| 5Y | +148.8% | -58.9% | +207.7% | +229.4% |
| All | +267.4% | +80.8% | +186.6% | +152.6% |
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