+822.5%
NOW vs ZTS
+60.9%
+761.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.6% |
| 7D | -2.4% | -2.0% | -0.4% | -1.3% |
| 30D | +20.5% | +1.9% | +18.6% | +18.5% |
| 3M | +18.3% | -4.0% | +22.3% | +20.0% |
| 6M | +24.1% | -39.1% | +63.2% | +59.1% |
| YTD | -7.8% | -38.8% | +31.0% | +17.4% |
| 1Y | -21.4% | -49.6% | +28.2% | +12.0% |
| 3Y | +19.5% | -59.0% | +78.5% | +86.0% |
| 5Y | +4.1% | -61.8% | +65.8% | +70.1% |
| All | +822.5% | +60.9% | +761.7% | +527.5% |
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