+12.3%
XLI vs ZTS
-26.9%
+39.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +7.5% | -8.6% | -1.8% |
| 7D | +0.6% | +15.4% | -14.9% | -0.8% |
| 30D | -0.4% | +25.8% | -26.1% | -2.7% |
| 3M | -8.8% | +18.1% | -26.9% | -10.4% |
| 6M | -0.4% | -19.7% | +19.4% | +4.1% |
| YTD | +10.1% | -27.5% | +37.6% | +18.7% |
| 1Y | +12.3% | -26.7% | +39.0% | +20.6% |
| All | +12.3% | -26.9% | +39.2% | +20.6% |
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