+261.4%
RTX vs ZTS
+74.8%
+186.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.7% | -0.1% | +2.3% |
| 7D | -3.2% | -1.0% | -2.2% | -3.1% |
| 30D | +5.6% | +10.8% | -5.2% | +1.5% |
| 3M | -11.7% | +14.1% | -25.8% | -16.2% |
| 6M | +12.3% | +0.8% | +11.6% | +10.8% |
| YTD | +8.2% | -33.1% | +41.3% | +22.3% |
| 1Y | +12.6% | -30.0% | +42.6% | +24.6% |
| 3Y | +152.8% | -49.5% | +202.3% | +208.5% |
| 5Y | +140.2% | -60.2% | +200.4% | +222.9% |
| All | +261.4% | +74.8% | +186.5% | +149.8% |
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