+35.6%
UNP vs ZTS
-50.2%
+85.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -1.2% | -4.5% | +3.3% | -0.6% |
| 30D | -2.0% | -3.3% | +1.3% | -1.6% |
| 3M | +7.5% | -9.7% | +17.3% | +8.8% |
| 6M | +15.3% | -38.8% | +54.2% | +22.9% |
| YTD | +25.4% | -41.2% | +66.6% | +34.6% |
| 1Y | +35.6% | -50.3% | +85.9% | +45.3% |
| All | +35.6% | -50.2% | +85.8% | +45.3% |
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