+56.2%
ZTS vs AXON
+1,845.5%
-1,789.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.7% |
| 7D | -4.8% | -2.5% | -2.3% | -4.5% |
| 30D | +1.2% | -11.5% | +12.7% | +2.5% |
| 3M | -6.0% | +7.3% | -13.3% | -7.7% |
| 6M | -38.7% | -11.9% | -26.8% | -38.7% |
| YTD | -40.6% | -11.0% | -29.6% | -41.0% |
| 1Y | -50.6% | -31.8% | -18.8% | -49.3% |
| 3Y | -58.7% | +135.4% | -194.1% | -66.0% |
| 5Y | -62.8% | +176.9% | -239.7% | -71.1% |
| 10Y | +56.2% | +1,854.5% | -1,798.3% | -1.9% |
| All | +56.2% | +1,845.5% | -1,789.3% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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