+78.9%
ZTS vs AXON
+1,109.0%
-1,030.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.1% | -0.4% |
| 7D | -7.4% | -25.6% | +18.2% | -4.3% |
| 30D | +9.9% | -23.9% | +33.8% | +13.3% |
| 3M | +10.3% | -50.4% | +60.8% | +19.2% |
| 6M | +9.2% | -20.0% | +29.2% | +10.3% |
| YTD | -32.9% | -44.5% | +11.6% | -29.7% |
| 1Y | -29.7% | -44.9% | +15.2% | -26.4% |
| 3Y | -49.0% | +44.7% | -93.7% | -55.8% |
| 5Y | -59.3% | +86.7% | -146.0% | -67.1% |
| 10Y | +78.9% | +1,060.5% | -981.5% | +14.7% |
| All | +78.9% | +1,109.0% | -1,030.0% | +14.7% |
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