+135.9%
WMT vs ZTS
-63.0%
+198.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | 0.0% | -3.7% | +3.8% | +0.6% |
| 30D | -7.4% | -0.8% | -6.6% | -7.3% |
| 3M | -10.9% | -9.7% | -1.1% | -9.6% |
| 6M | -12.7% | -38.4% | +25.7% | -6.7% |
| YTD | -3.2% | -41.1% | +37.9% | +4.0% |
| 1Y | +5.3% | -50.6% | +55.9% | +16.6% |
| 3Y | +101.9% | -59.1% | +161.0% | +129.3% |
| All | +135.9% | -63.0% | +198.9% | +159.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling