+2,545.8%
STX vs ZTS
+196.1%
+2,349.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -17.3% | -0.6% | -16.6% | -17.0% |
| 30D | -35.9% | +11.0% | -46.9% | -38.5% |
| 3M | -37.3% | +10.9% | -48.3% | -40.2% |
| 6M | -35.8% | +0.9% | -36.7% | -37.6% |
| YTD | +82.7% | -33.0% | +115.7% | +106.3% |
| 1Y | +71.6% | -29.6% | +101.2% | +89.3% |
| 3Y | +635.3% | -49.0% | +684.3% | +810.7% |
| 5Y | +483.8% | -59.5% | +543.3% | +687.3% |
| 10Y | +1,967.8% | +77.0% | +1,890.7% | +1,370.8% |
| All | +2,545.8% | +196.1% | +2,349.7% | +1,436.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling