+99.2%
WMT vs ZTS
-59.2%
+158.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -2.5% | -4.5% | +2.0% | -2.0% |
| 30D | -6.4% | -3.3% | -3.1% | -6.1% |
| 3M | -12.1% | -9.7% | -2.4% | -11.3% |
| 6M | -15.0% | -38.8% | +23.9% | -11.6% |
| YTD | -4.5% | -41.2% | +36.7% | -0.5% |
| 1Y | +6.2% | -50.3% | +56.5% | +12.9% |
| All | +99.2% | -59.2% | +158.4% | +115.0% |
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