+200.7%
ZTS vs ASX
+1,629.5%
-1,428.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | -0.4% |
| 7D | -0.6% | -9.1% | +8.5% | +0.7% |
| 30D | +11.0% | -23.6% | +34.6% | +15.2% |
| 3M | +10.9% | -5.6% | +16.6% | +10.1% |
| 6M | +0.9% | +4.7% | -3.8% | -4.5% |
| YTD | -33.0% | +122.6% | -155.6% | -46.8% |
| 1Y | -29.6% | +133.0% | -162.6% | -44.8% |
| 3Y | -49.0% | +367.1% | -416.2% | -67.4% |
| 5Y | -59.5% | +504.7% | -564.2% | -76.3% |
| 10Y | +77.0% | +887.2% | -810.2% | -15.1% |
| All | +200.7% | +1,629.5% | -1,428.7% | +34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling