+45.5%
UNP vs ZTS
-59.1%
+104.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.3% |
| 7D | -0.7% | -4.8% | +4.0% | +0.4% |
| 30D | -1.1% | +1.2% | -2.4% | -1.5% |
| 3M | +7.9% | -6.0% | +13.9% | +9.1% |
| 6M | +14.6% | -38.7% | +53.4% | +27.8% |
| YTD | +26.6% | -40.6% | +67.2% | +42.4% |
| 1Y | +35.6% | -50.6% | +86.2% | +60.1% |
| 3Y | +45.5% | -58.7% | +104.2% | +81.3% |
| All | +45.5% | -59.1% | +104.6% | +81.3% |
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 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