+1,533.5%
WDC vs ZTS
+170.4%
+1,363.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.1% |
| 7D | +1.7% | -2.0% | +3.7% | +2.6% |
| 30D | -10.0% | +1.9% | -11.9% | -11.4% |
| 3M | -18.8% | -4.0% | -14.8% | -18.8% |
| 6M | +79.0% | -39.1% | +118.2% | +117.1% |
| YTD | +171.6% | -38.8% | +210.4% | +226.8% |
| 1Y | +417.4% | -49.6% | +467.0% | +580.8% |
| 3Y | +1,251.8% | -59.0% | +1,310.8% | +1,812.7% |
| 5Y | +911.7% | -61.8% | +973.5% | +1,348.8% |
| 10Y | +1,399.6% | +61.4% | +1,338.2% | +952.5% |
| All | +1,533.5% | +170.4% | +1,363.1% | +842.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling