+1,006.7%
TXN vs ZTS
+170.4%
+836.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.1% |
| 7D | -0.1% | -2.0% | +1.9% | +0.7% |
| 30D | -6.9% | +1.9% | -8.9% | -8.3% |
| 3M | -14.9% | -4.0% | -10.9% | -14.5% |
| 6M | +29.0% | -39.1% | +68.1% | +55.1% |
| YTD | +51.5% | -38.8% | +90.3% | +81.1% |
| 1Y | +41.6% | -49.6% | +91.1% | +83.8% |
| 3Y | +65.8% | -59.0% | +124.8% | +132.0% |
| 5Y | +56.8% | -61.8% | +118.6% | +122.4% |
| 10Y | +387.5% | +61.4% | +326.0% | +295.4% |
| All | +1,006.7% | +170.4% | +836.4% | +664.5% |
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