+1,383.2%
STX vs ZTS
-59.1%
+1,442.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.0% | +9.5% | +6.7% |
| 7D | +10.7% | -4.8% | +15.5% | +11.0% |
| 30D | +11.3% | +1.2% | +10.0% | +11.0% |
| 3M | +3.2% | -6.0% | +9.2% | +3.6% |
| 6M | +157.0% | -38.7% | +195.7% | +180.7% |
| YTD | +229.2% | -40.6% | +269.8% | +261.9% |
| 1Y | +381.8% | -50.6% | +432.4% | +459.1% |
| 3Y | +1,383.2% | -58.7% | +1,441.9% | +1,682.2% |
| All | +1,383.2% | -59.1% | +1,442.2% | +1,682.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling