+167.1%
RTX vs ZTS
-62.4%
+229.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.5% |
| 7D | -3.1% | -4.8% | +1.7% | -2.3% |
| 30D | -10.6% | +1.2% | -11.8% | -10.9% |
| 3M | +11.6% | -6.0% | +17.7% | +12.6% |
| 6M | -4.5% | -38.7% | +34.2% | +3.5% |
| YTD | +9.6% | -40.6% | +50.2% | +19.4% |
| 1Y | +30.8% | -50.6% | +81.4% | +47.8% |
| 3Y | +152.8% | -58.7% | +211.6% | +193.4% |
| 5Y | +167.1% | -62.8% | +229.9% | +204.8% |
| All | +167.1% | -62.4% | +229.5% | +204.8% |
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 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