-49.0%
ZTS vs NDAQ
+122.1%
-171.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.4% |
| 7D | -0.6% | +2.9% | -3.5% | -1.6% |
| 30D | +11.0% | +17.5% | -6.5% | +4.8% |
| 3M | +10.9% | +15.4% | -4.5% | +5.4% |
| 6M | +0.9% | +24.6% | -23.7% | -6.9% |
| YTD | -33.0% | +14.4% | -47.4% | -36.6% |
| 1Y | -29.6% | +26.9% | -56.5% | -36.1% |
| 3Y | -49.0% | +119.8% | -168.9% | -65.3% |
| All | -49.0% | +122.1% | -171.1% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling