+788.5%
XLK vs ZTS
+58.7%
+729.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | +0.2% | -3.7% | +4.0% | +1.9% |
| 30D | -0.6% | -0.8% | +0.1% | -0.6% |
| 3M | +2.6% | -9.7% | +12.3% | +6.1% |
| 6M | +34.0% | -38.4% | +72.4% | +62.4% |
| YTD | +30.7% | -41.1% | +71.8% | +61.5% |
| 1Y | +39.2% | -50.6% | +89.8% | +87.2% |
| 3Y | +120.4% | -59.1% | +179.6% | +216.1% |
| 5Y | +148.8% | -62.7% | +211.5% | +269.8% |
| All | +788.5% | +58.7% | +729.8% | +588.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling