+56.2%
ZTS vs ASX
+918.4%
-862.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.1% | -9.0% | -4.1% |
| 7D | -4.8% | +6.3% | -11.1% | -6.0% |
| 30D | +1.2% | +6.4% | -5.2% | -0.3% |
| 3M | -6.0% | +13.1% | -19.2% | -10.3% |
| 6M | -38.7% | +90.3% | -129.0% | -48.9% |
| YTD | -40.6% | +149.6% | -190.2% | -53.8% |
| 1Y | -50.6% | +249.2% | -299.8% | -64.8% |
| 3Y | -58.7% | +445.9% | -504.6% | -75.0% |
| 5Y | -62.8% | +477.7% | -540.6% | -78.5% |
| 10Y | +56.2% | +913.4% | -857.2% | -30.8% |
| All | +56.2% | +918.4% | -862.2% | -30.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling