-26.7%
ZTS vs ASX
+144.4%
-171.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.9% | +11.4% | +7.1% |
| 7D | +15.4% | -14.6% | +30.0% | +14.1% |
| 30D | +25.8% | -21.1% | +46.8% | +24.2% |
| 3M | +18.1% | -3.1% | +21.2% | +18.0% |
| 6M | -19.7% | +17.4% | -37.1% | -21.3% |
| YTD | -27.5% | +135.3% | -162.8% | -29.8% |
| 1Y | -26.7% | +146.5% | -173.2% | -29.0% |
| All | -26.7% | +144.4% | -171.1% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling