+386.7%
RTX vs ZTS
+170.4%
+216.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.5% |
| 7D | -5.2% | -2.0% | -3.2% | -4.5% |
| 30D | -9.4% | +1.9% | -11.3% | -10.2% |
| 3M | +12.3% | -4.0% | +16.3% | +13.2% |
| 6M | -3.1% | -39.1% | +36.0% | +12.0% |
| YTD | +10.7% | -38.8% | +49.5% | +27.4% |
| 1Y | +28.4% | -49.6% | +78.0% | +57.3% |
| 3Y | +147.1% | -59.0% | +206.0% | +218.5% |
| 5Y | +167.2% | -61.8% | +229.0% | +246.0% |
| 10Y | +274.7% | +61.4% | +213.3% | +203.4% |
| All | +386.7% | +170.4% | +216.3% | +244.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling