+3,621.5%
STX vs ZTS
+56.2%
+3,565.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | +9.6% | -3.8% | +13.3% | +11.0% |
| 30D | +10.6% | -2.0% | +12.6% | +10.8% |
| 3M | +4.8% | -10.2% | +15.0% | +7.6% |
| 6M | +137.3% | -39.4% | +176.7% | +182.0% |
| YTD | +222.5% | -40.8% | +263.3% | +285.5% |
| 1Y | +366.2% | -50.1% | +416.3% | +500.5% |
| 3Y | +1,352.9% | -58.9% | +1,411.8% | +1,901.8% |
| 5Y | +1,077.4% | -62.4% | +1,139.8% | +1,557.9% |
| 10Y | +3,621.5% | +58.8% | +3,562.7% | +2,573.3% |
| All | +3,621.5% | +56.2% | +3,565.3% | +2,573.3% |
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