+488.3%
WMT vs ZTS
+162.3%
+325.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.4% |
| 7D | +0.1% | -4.8% | +4.9% | +1.1% |
| 30D | -5.0% | +1.2% | -6.2% | -5.2% |
| 3M | -11.3% | -6.0% | -5.3% | -10.4% |
| 6M | -13.8% | -38.7% | +24.9% | -6.2% |
| YTD | -4.2% | -40.6% | +36.4% | +4.8% |
| 1Y | +4.6% | -50.6% | +55.2% | +18.3% |
| 3Y | +100.5% | -58.7% | +159.2% | +132.6% |
| 5Y | +129.7% | -62.8% | +192.5% | +168.7% |
| 10Y | +423.4% | +56.2% | +367.2% | +366.5% |
| All | +488.3% | +162.3% | +325.9% | +397.1% |
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