+17.2%
XLI vs ZTS
-49.3%
+66.5%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -1.1% | -2.0% | +0.9% | -0.8% |
| 30D | -5.9% | +1.9% | -7.9% | -6.2% |
| 3M | -0.3% | -4.0% | +3.7% | +0.2% |
| 6M | +0.1% | -39.1% | +39.3% | +8.6% |
| YTD | +13.6% | -38.8% | +52.4% | +23.1% |
| 1Y | +17.2% | -49.6% | +66.8% | +30.5% |
| All | +17.2% | -49.3% | +66.5% | +30.5% |
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