-58.7%
ZTS vs AXON
+83.1%
-141.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +0.7% |
| 7D | +5.6% | +0.8% | +4.8% | +5.4% |
| 30D | +12.1% | -22.8% | +34.9% | +15.0% |
| 3M | +11.3% | -48.8% | +60.0% | +18.7% |
| 6M | +14.3% | -16.3% | +30.6% | +14.5% |
| YTD | -31.9% | -44.5% | +12.6% | -28.7% |
| 1Y | -29.3% | -43.4% | +14.1% | -26.2% |
| 3Y | -48.0% | +44.3% | -92.3% | -58.3% |
| All | -58.7% | +83.1% | -141.9% | -71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling