+103.5%
NU vs ZTS
-59.2%
+162.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -4.2% | -4.5% | +0.3% | -3.4% |
| 30D | +10.0% | -3.3% | +13.3% | +10.6% |
| 3M | +29.3% | -9.7% | +39.0% | +31.4% |
| 6M | +0.9% | -38.8% | +39.8% | +9.8% |
| YTD | -10.3% | -41.2% | +30.9% | -1.6% |
| 1Y | -3.2% | -50.3% | +47.1% | +9.1% |
| All | +103.5% | -59.2% | +162.7% | +155.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling