+6.8%
NOW vs ZTS
-61.7%
+68.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.7% |
| 7D | -2.4% | -2.0% | -0.4% | -1.6% |
| 30D | +20.5% | +1.9% | +18.6% | +19.0% |
| 3M | +18.3% | -4.0% | +22.3% | +19.6% |
| 6M | +24.1% | -39.1% | +63.2% | +50.7% |
| YTD | -7.8% | -38.8% | +31.0% | +11.3% |
| 1Y | -21.4% | -49.6% | +28.2% | +4.5% |
| 3Y | +19.5% | -59.0% | +78.5% | +73.3% |
| All | +6.8% | -61.7% | +68.6% | +71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling