+296.4%
SPGI vs ZTS
+56.2%
+240.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.2% | -2.4% |
| 7D | -3.1% | -3.8% | +0.7% | -1.2% |
| 30D | +2.0% | -2.0% | +4.1% | +2.9% |
| 3M | +4.3% | -10.2% | +14.5% | +9.4% |
| 6M | -0.2% | -39.4% | +39.2% | +24.6% |
| YTD | -14.8% | -40.8% | +26.0% | +7.6% |
| 1Y | -18.5% | -50.1% | +31.6% | +11.6% |
| 3Y | +16.0% | -58.9% | +74.8% | +71.7% |
| 5Y | +2.2% | -62.4% | +64.6% | +56.5% |
| 10Y | +296.4% | +58.8% | +237.6% | +226.0% |
| All | +296.4% | +56.2% | +240.2% | +226.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling