-26.7%
ZTS vs DOW
+50.2%
-77.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.2% | +10.7% | +7.7% |
| 7D | +15.4% | -4.2% | +19.6% | +15.7% |
| 30D | +25.8% | +14.7% | +11.1% | +24.2% |
| 3M | +18.1% | +9.1% | +9.0% | +16.9% |
| 6M | -19.7% | -17.7% | -2.1% | -19.3% |
| YTD | -27.5% | +44.6% | -72.1% | -36.4% |
| 1Y | -26.7% | +51.9% | -78.6% | -37.6% |
| All | -26.7% | +50.2% | -77.0% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling