+48.8%
NU vs ZTS
-65.1%
+113.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.7% |
| 7D | +7.5% | -2.0% | +9.5% | +8.2% |
| 30D | +6.1% | +1.9% | +4.2% | +5.0% |
| 3M | +26.8% | -4.0% | +30.8% | +27.8% |
| 6M | +2.5% | -39.1% | +41.6% | +22.5% |
| YTD | -8.2% | -38.8% | +30.6% | +9.3% |
| 1Y | +3.4% | -49.6% | +52.9% | +33.2% |
| 3Y | +116.2% | -59.0% | +175.1% | +201.1% |
| All | +48.8% | -65.1% | +113.9% | +135.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling