-50.6%
ZTS vs DUK
+1.9%
-52.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | -3.7% | -0.7% | -3.1% | -3.6% |
| 30D | -0.8% | -2.4% | +1.7% | -0.2% |
| 3M | -9.7% | -3.0% | -6.7% | -9.3% |
| 6M | -38.4% | -6.6% | -31.8% | -37.8% |
| YTD | -41.1% | +4.6% | -45.6% | -41.0% |
| 1Y | -50.6% | +1.2% | -51.8% | -50.2% |
| All | -50.6% | +1.9% | -52.5% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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