+13.4%
SCHW vs ZTS
-49.3%
+62.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -0.8% | -2.0% | +1.2% | -0.5% |
| 30D | +1.5% | +1.9% | -0.4% | +1.1% |
| 3M | +24.6% | -4.0% | +28.6% | +24.9% |
| 6M | +14.5% | -39.1% | +53.7% | +22.2% |
| YTD | +10.5% | -38.8% | +49.3% | +17.8% |
| 1Y | +13.4% | -49.6% | +62.9% | +18.0% |
| All | +13.4% | -49.3% | +62.7% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling