-13.2%
UNH vs ZTS
-59.0%
+45.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | -1.7% | -3.8% | +2.1% | -1.4% |
| 30D | -3.8% | -2.0% | -1.8% | -3.7% |
| 3M | -4.3% | -10.2% | +5.9% | -3.7% |
| 6M | +38.6% | -39.4% | +78.0% | +43.4% |
| YTD | +20.7% | -40.8% | +61.5% | +25.2% |
| 1Y | +16.0% | -50.1% | +66.1% | +22.2% |
| All | -13.2% | -59.0% | +45.7% | -7.9% |
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