+55.5%
ZTS vs EQT
+52.9%
+2.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -4.5% | -1.2% | -3.3% | -4.4% |
| 30D | -3.3% | +1.1% | -4.4% | -3.4% |
| 3M | -9.7% | +4.8% | -14.5% | -10.2% |
| 6M | -38.8% | -10.6% | -28.3% | -38.4% |
| YTD | -41.2% | +3.4% | -44.6% | -41.5% |
| 1Y | -50.3% | +8.7% | -59.0% | -50.8% |
| 3Y | -59.1% | +35.0% | -94.1% | -60.7% |
| 5Y | -62.8% | +204.2% | -267.0% | -67.1% |
| All | +55.5% | +52.9% | +2.6% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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