+0.8%
SPGI vs ZTS
-29.4%
+30.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | -0.8% | +1.0% | -1.9% | -1.1% |
| 30D | +14.3% | +12.4% | +1.9% | +11.5% |
| 3M | +14.5% | +13.6% | +0.9% | +11.4% |
| 6M | +17.3% | +9.3% | +8.0% | +14.5% |
| YTD | -4.6% | -32.6% | +28.0% | 0.0% |
| 1Y | +0.8% | -30.0% | +30.8% | +5.0% |
| All | +0.8% | -29.4% | +30.2% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling