-61.4%
ZTS vs AXON
+179.8%
-241.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.5% | -0.2% |
| 7D | -2.0% | -14.2% | +12.2% | -0.5% |
| 30D | +1.9% | -15.4% | +17.3% | +3.3% |
| 3M | -4.0% | +0.5% | -4.5% | -4.9% |
| 6M | -39.1% | -9.5% | -29.6% | -39.0% |
| YTD | -38.8% | -9.2% | -29.6% | -39.0% |
| 1Y | -49.6% | -29.4% | -20.2% | -48.0% |
| 3Y | -59.0% | +139.4% | -198.4% | -68.8% |
| All | -61.4% | +179.8% | -241.3% | -73.6% |
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