+72.4%
XLI vs ZTS
-58.8%
+131.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | +0.1% |
| 7D | +1.0% | -4.8% | +5.8% | +1.9% |
| 30D | -5.8% | +1.2% | -7.0% | -6.1% |
| 3M | +0.7% | -6.0% | +6.7% | +1.6% |
| 6M | +3.2% | -38.7% | +41.9% | +14.0% |
| YTD | +13.0% | -40.6% | +53.7% | +25.8% |
| 1Y | +16.8% | -50.6% | +67.4% | +35.8% |
| All | +72.4% | -58.8% | +131.2% | +108.8% |
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