+15.4%
SOFI vs ZTS
-63.0%
+78.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -4.9% | -3.7% | -1.2% | -3.0% |
| 30D | -3.5% | -0.8% | -2.7% | -3.3% |
| 3M | +3.9% | -9.7% | +13.6% | +8.6% |
| 6M | -6.5% | -38.4% | +31.9% | +19.7% |
| YTD | -33.8% | -41.1% | +7.3% | -13.2% |
| 1Y | -33.3% | -50.6% | +17.3% | -2.7% |
| 3Y | +94.6% | -59.1% | +153.7% | +216.3% |
| All | +15.4% | -63.0% | +78.4% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling