+2,989.4%
SHOP vs ZTS
+56.2%
+2,933.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.1% | -5.2% |
| 7D | -10.6% | -3.8% | -6.9% | -7.9% |
| 30D | -18.3% | -2.0% | -16.3% | -17.2% |
| 3M | +14.8% | -10.2% | +25.0% | +23.1% |
| 6M | -5.0% | -39.4% | +34.4% | +32.3% |
| YTD | -21.2% | -40.8% | +19.6% | +11.3% |
| 1Y | -11.6% | -50.1% | +38.5% | +42.5% |
| 3Y | +101.2% | -58.9% | +160.1% | +269.0% |
| 5Y | -15.7% | -62.4% | +46.7% | +70.4% |
| 10Y | +2,989.4% | +58.8% | +2,930.6% | +1,881.2% |
| All | +2,989.4% | +56.2% | +2,933.2% | +1,881.2% |
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