+8,434.7%
SHOP vs ZTS
+76.1%
+8,358.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -5.1% | -2.0% | -3.1% | -3.8% |
| 30D | +0.6% | +1.9% | -1.3% | -1.5% |
| 3M | +25.0% | -4.0% | +29.0% | +27.2% |
| 6M | +11.9% | -39.1% | +51.0% | +53.7% |
| YTD | -9.9% | -38.8% | +28.9% | +22.9% |
| 1Y | 0.0% | -49.6% | +49.5% | +57.5% |
| 3Y | +117.5% | -59.0% | +176.5% | +292.9% |
| 5Y | -6.6% | -61.8% | +55.1% | +81.8% |
| 10Y | +3,320.3% | +61.4% | +3,258.9% | +2,350.9% |
| All | +8,434.7% | +76.1% | +8,358.6% | +5,995.5% |
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