-10.8%
SHOP vs ZTS
-49.9%
+39.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.1% | -5.4% |
| 7D | -10.6% | -3.8% | -6.9% | -9.9% |
| 30D | -18.3% | -2.0% | -16.3% | -18.0% |
| 3M | +14.8% | -10.2% | +25.0% | +16.9% |
| 6M | -5.0% | -39.4% | +34.4% | +4.3% |
| YTD | -21.2% | -40.8% | +19.6% | -12.4% |
| All | -10.8% | -49.9% | +39.0% | +6.1% |
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