+4.6%
UNH vs ZTS
-62.7%
+67.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -3.2% | -4.5% | +1.3% | -2.5% |
| 30D | -3.5% | -3.3% | -0.2% | -3.0% |
| 3M | -4.2% | -9.7% | +5.6% | -2.8% |
| 6M | +38.3% | -38.8% | +77.2% | +48.9% |
| YTD | +19.2% | -41.2% | +60.4% | +29.2% |
| 1Y | +15.0% | -50.3% | +65.3% | +28.7% |
| 3Y | -14.5% | -59.1% | +44.6% | -1.1% |
| 5Y | +4.6% | -62.8% | +67.3% | +26.2% |
| All | +4.6% | -62.7% | +67.3% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling