-62.2%
ZTS vs DOW
-35.5%
-26.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.1% |
| 7D | -4.8% | -2.9% | -1.9% | -4.2% |
| 30D | +1.2% | +2.0% | -0.7% | +0.6% |
| 3M | -6.0% | -12.5% | +6.5% | -3.6% |
| 6M | -38.7% | -9.2% | -29.5% | -38.6% |
| YTD | -40.6% | +30.8% | -71.4% | -46.3% |
| 1Y | -50.6% | +29.4% | -80.0% | -55.5% |
| 3Y | -58.7% | -34.6% | -24.2% | -55.4% |
| All | -62.2% | -35.5% | -26.8% | -59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling