+166.5%
ZTS vs SONY
+769.5%
-603.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.2% | +1.2% | -1.9% |
| 7D | -4.8% | -5.2% | +0.4% | -3.5% |
| 30D | +1.2% | +0.3% | +0.9% | +1.1% |
| 3M | -6.0% | +6.2% | -12.3% | -7.7% |
| 6M | -38.7% | +9.5% | -48.3% | -40.4% |
| YTD | -40.6% | -8.1% | -32.5% | -39.6% |
| 1Y | -50.6% | -17.9% | -32.7% | -48.4% |
| 3Y | -58.7% | +41.5% | -100.3% | -63.5% |
| 5Y | -62.8% | +11.8% | -74.7% | -65.5% |
| 10Y | +56.2% | +275.4% | -219.2% | +11.4% |
| All | +166.5% | +769.5% | -603.1% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SONY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling