-20.5%
ZTS vs DOW
-17.0%
-3.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.6% |
| 7D | -3.7% | -1.4% | -2.4% | -3.4% |
| 30D | -0.8% | -3.9% | +3.2% | 0.0% |
| 3M | -9.7% | -12.7% | +2.9% | -7.2% |
| 6M | -38.4% | -13.7% | -24.7% | -37.2% |
| YTD | -41.1% | +28.4% | -69.5% | -46.2% |
| 1Y | -50.6% | +21.8% | -72.4% | -54.5% |
| 3Y | -59.1% | -35.7% | -23.4% | -56.4% |
| 5Y | -62.7% | -36.8% | -25.9% | -60.5% |
| All | -20.5% | -17.0% | -3.5% | -33.9% |
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