+42.6%
UNP vs ZTS
-26.9%
+69.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.5% | -5.8% | +0.4% |
| 7D | +3.6% | +15.4% | -11.8% | +1.1% |
| 30D | +11.4% | +25.8% | -14.4% | +7.1% |
| 3M | +4.6% | +18.1% | -13.5% | +1.5% |
| 6M | +18.3% | -19.7% | +38.0% | +22.0% |
| YTD | +35.4% | -27.5% | +62.9% | +44.8% |
| 1Y | +42.6% | -26.7% | +69.3% | +51.9% |
| All | +42.6% | -26.9% | +69.5% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling