-8.1%
ZTS vs DOW
-5.5%
-2.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.1% |
| 7D | +5.6% | +5.2% | +0.3% | +4.3% |
| 30D | +12.1% | +13.2% | -1.1% | +8.7% |
| 3M | +11.3% | +10.1% | +1.2% | +8.4% |
| 6M | +14.3% | -13.1% | +27.4% | +17.4% |
| YTD | -31.9% | +46.1% | -78.0% | -39.7% |
| 1Y | -29.3% | +50.0% | -79.3% | -38.0% |
| 3Y | -48.0% | -20.2% | -27.8% | -47.5% |
| 5Y | -58.9% | -27.7% | -31.2% | -57.8% |
| All | -8.1% | -5.5% | -2.6% | -26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling