+504.6%
NOW vs ZTS
+74.0%
+430.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -1.3% |
| 7D | -3.1% | -1.0% | -2.0% | -2.8% |
| 30D | -27.0% | +10.8% | -37.8% | -31.6% |
| 3M | -17.7% | +14.1% | -31.8% | -24.3% |
| 6M | +12.7% | +0.8% | +11.9% | +10.0% |
| YTD | -32.9% | -33.1% | +0.2% | -19.2% |
| 1Y | -40.4% | -30.0% | -10.4% | -30.6% |
| 3Y | -17.1% | -49.5% | +32.4% | +12.0% |
| 5Y | -25.7% | -60.2% | +34.6% | +19.9% |
| 10Y | +504.6% | +77.0% | +427.6% | +227.1% |
| All | +504.6% | +74.0% | +430.6% | +227.1% |
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