+30.6%
UPS vs ZTS
-26.9%
+57.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +7.5% | -2.8% | +3.5% |
| 7D | +8.2% | +15.4% | -7.2% | +5.9% |
| 30D | +22.7% | +25.8% | -3.0% | +18.4% |
| 3M | +6.4% | +18.1% | -11.7% | +3.5% |
| 6M | +22.6% | -19.7% | +42.4% | +27.8% |
| YTD | +20.7% | -27.5% | +48.2% | +31.9% |
| 1Y | +30.6% | -26.7% | +57.4% | +42.4% |
| All | +30.6% | -26.9% | +57.6% | +42.4% |
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