-48.0%
ZTS vs ASX
+366.9%
-415.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.1% | +1.1% |
| 7D | +5.6% | +12.4% | -6.8% | +5.1% |
| 30D | +12.1% | -19.8% | +31.9% | +12.6% |
| 3M | +11.3% | -10.3% | +21.6% | +11.2% |
| 6M | +14.3% | +1.2% | +13.1% | +12.1% |
| YTD | -31.9% | +123.0% | -154.9% | -39.3% |
| 1Y | -29.3% | +145.4% | -174.7% | -37.7% |
| 3Y | -48.0% | +368.6% | -416.7% | -60.9% |
| All | -48.0% | +366.9% | -415.0% | -60.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling