+797.4%
UNH vs ZTS
+162.3%
+635.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +2.0% |
| 7D | +1.1% | -4.8% | +5.9% | +2.8% |
| 30D | -1.5% | +1.2% | -2.8% | -2.2% |
| 3M | -0.8% | -6.0% | +5.2% | +0.6% |
| 6M | +41.8% | -38.7% | +80.5% | +65.2% |
| YTD | +23.1% | -40.6% | +63.7% | +44.7% |
| 1Y | +28.5% | -50.6% | +79.1% | +61.4% |
| 3Y | -11.8% | -58.7% | +47.0% | +15.8% |
| 5Y | +5.3% | -62.8% | +68.2% | +41.9% |
| 10Y | +247.4% | +56.2% | +191.2% | +162.2% |
| All | +797.4% | +162.3% | +635.1% | +482.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling