+3.1%
SLB vs ZTS
+170.4%
-167.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +0.8% | -2.0% | +2.8% | +1.4% |
| 30D | +15.8% | +1.9% | +13.9% | +14.9% |
| 3M | -0.3% | -4.0% | +3.7% | +0.5% |
| 6M | +21.3% | -39.1% | +60.5% | +40.1% |
| YTD | +52.3% | -38.8% | +91.1% | +75.7% |
| 1Y | +63.6% | -49.6% | +113.2% | +100.0% |
| 3Y | +3.8% | -59.0% | +62.7% | +33.3% |
| 5Y | +128.6% | -61.8% | +190.4% | +193.1% |
| 10Y | -3.1% | +61.4% | -64.5% | -21.0% |
| All | +3.1% | +170.4% | -167.2% | -26.7% |
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