+4,375.9%
STX vs ZTS
+170.4%
+4,205.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +7.0% | +6.6% |
| 7D | +2.4% | -2.0% | +4.3% | +3.1% |
| 30D | +1.4% | +1.9% | -0.5% | +0.2% |
| 3M | -8.2% | -4.0% | -4.2% | -8.2% |
| 6M | +127.0% | -39.1% | +166.2% | +168.1% |
| YTD | +209.1% | -38.8% | +248.0% | +262.5% |
| 1Y | +365.4% | -49.6% | +415.0% | +490.8% |
| 3Y | +1,135.4% | -59.0% | +1,194.4% | +1,581.3% |
| 5Y | +991.5% | -61.8% | +1,053.3% | +1,404.0% |
| 10Y | +3,695.8% | +61.4% | +3,634.4% | +2,705.7% |
| All | +4,375.9% | +170.4% | +4,205.5% | +2,598.4% |
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