+166.5%
ZTS vs DUK
+209.8%
-43.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.3% |
| 7D | -4.8% | +0.7% | -5.5% | -5.1% |
| 30D | +1.2% | -2.0% | +3.3% | +2.0% |
| 3M | -6.0% | +0.2% | -6.2% | -6.3% |
| 6M | -38.7% | -6.9% | -31.8% | -37.0% |
| YTD | -40.6% | +6.1% | -46.8% | -42.2% |
| 1Y | -50.6% | +4.4% | -55.0% | -51.7% |
| 3Y | -58.7% | +49.1% | -107.9% | -65.5% |
| 5Y | -62.8% | +39.6% | -102.4% | -68.3% |
| 10Y | +56.2% | +125.1% | -68.9% | +12.7% |
| All | +166.5% | +209.8% | -43.3% | +77.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling