+58.8%
ZTS vs NDAQ
+374.8%
-315.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.1% |
| 7D | -3.8% | -1.6% | -2.2% | -3.0% |
| 30D | -2.0% | -1.5% | -0.6% | -1.3% |
| 3M | -10.2% | +8.0% | -18.2% | -14.2% |
| 6M | -39.4% | +7.7% | -47.1% | -42.2% |
| YTD | -40.8% | -2.3% | -38.5% | -40.9% |
| 1Y | -50.1% | +0.6% | -50.7% | -51.1% |
| 3Y | -58.9% | +90.9% | -149.8% | -72.5% |
| 5Y | -62.4% | +52.5% | -114.8% | -71.9% |
| 10Y | +58.8% | +380.3% | -321.5% | -39.6% |
| All | +58.8% | +374.8% | -315.9% | -39.6% |
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