-62.8%
ZTS vs SNPS
+16.7%
-79.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.9% |
| 7D | -4.8% | -5.5% | +0.7% | -3.8% |
| 30D | +1.2% | -5.8% | +7.0% | +1.9% |
| 3M | -6.0% | -17.2% | +11.2% | -3.1% |
| 6M | -38.7% | -10.4% | -28.4% | -38.3% |
| YTD | -40.6% | -16.5% | -24.1% | -39.5% |
| 1Y | -50.6% | -35.6% | -15.0% | -48.1% |
| 3Y | -58.7% | -14.6% | -44.1% | -62.8% |
| 5Y | -62.8% | +16.5% | -79.3% | -71.5% |
| All | -62.8% | +16.7% | -79.6% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 5y: compounded portfolio wealth divided by compounded SNPS 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…
5y analysis · Full analysis span regression · 6 months rolling