-61.4%
ZTS vs ASX
+429.3%
-490.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -2.0% | -0.7% | -1.3% | -1.9% |
| 30D | +1.9% | +2.0% | -0.1% | +1.4% |
| 3M | -4.0% | -1.3% | -2.7% | -5.3% |
| 6M | -39.1% | +71.4% | -110.6% | -46.5% |
| YTD | -38.8% | +135.3% | -174.1% | -49.7% |
| 1Y | -49.6% | +267.5% | -317.0% | -62.4% |
| 3Y | -59.0% | +388.5% | -447.5% | -72.9% |
| All | -61.4% | +429.3% | -490.7% | -76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling