+8,524.1%
SHOP vs ZTS
+92.8%
+8,431.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.7% |
| 7D | +2.8% | -0.6% | +3.5% | +3.1% |
| 30D | -14.2% | +11.0% | -25.2% | -20.9% |
| 3M | -5.5% | +10.9% | -16.5% | -13.1% |
| 6M | +32.8% | +0.9% | +31.9% | +29.4% |
| YTD | -8.9% | -33.0% | +24.1% | +15.7% |
| 1Y | -7.7% | -29.6% | +21.9% | +12.1% |
| 3Y | +139.0% | -49.0% | +188.1% | +258.5% |
| 5Y | -0.5% | -59.5% | +59.0% | +85.2% |
| 10Y | +3,557.0% | +77.0% | +3,480.0% | +2,342.6% |
| All | +8,524.1% | +92.8% | +8,431.3% | +5,639.1% |
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 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