+77.0%
ZTS vs ASX
+849.3%
-772.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.6% | -5.0% | +2.1% |
| 7D | -1.0% | -12.3% | +11.2% | +0.9% |
| 30D | +10.8% | -26.0% | +36.8% | +15.7% |
| 3M | +14.1% | -8.1% | +22.2% | +13.7% |
| 6M | +0.8% | +1.4% | -0.6% | -4.4% |
| YTD | -33.1% | +115.6% | -148.7% | -47.3% |
| 1Y | -30.0% | +128.0% | -158.0% | -45.7% |
| 3Y | -49.5% | +371.4% | -420.9% | -68.9% |
| 5Y | -60.2% | +469.4% | -529.6% | -77.5% |
| 10Y | +77.0% | +842.6% | -765.6% | -21.7% |
| All | +77.0% | +849.3% | -772.3% | -21.7% |
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