+2.5%
SLB vs ZTS
-59.1%
+61.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | 0.0% |
| 7D | +0.4% | -4.8% | +5.2% | +1.6% |
| 30D | +13.6% | +1.2% | +12.3% | +13.1% |
| 3M | +1.5% | -6.0% | +7.5% | +2.7% |
| 6M | +23.0% | -38.7% | +61.8% | +38.5% |
| YTD | +51.2% | -40.6% | +91.8% | +71.9% |
| 1Y | +63.5% | -50.6% | +114.1% | +94.5% |
| 3Y | +2.5% | -58.7% | +61.3% | +24.4% |
| All | +2.5% | -59.1% | +61.6% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling