+77.0%
ZTS vs NDAQ
+472.5%
-395.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.6% |
| 7D | -0.6% | +2.9% | -3.5% | -1.9% |
| 30D | +11.0% | +17.5% | -6.5% | +2.2% |
| 3M | +10.9% | +15.4% | -4.5% | +2.9% |
| 6M | +0.9% | +24.6% | -23.7% | -10.5% |
| YTD | -33.0% | +14.4% | -47.4% | -38.3% |
| 1Y | -29.6% | +26.9% | -56.5% | -38.8% |
| 3Y | -49.0% | +119.8% | -168.9% | -68.2% |
| 5Y | -59.5% | +70.5% | -130.0% | -71.4% |
| 10Y | +77.0% | +475.8% | -398.8% | -38.1% |
| All | +77.0% | +472.5% | -395.4% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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