-62.8%
ZTS vs NDAQ
+55.5%
-118.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -2.1% |
| 7D | -4.8% | -2.6% | -2.2% | -3.7% |
| 30D | +1.2% | +0.5% | +0.8% | +1.0% |
| 3M | -6.0% | +9.9% | -15.9% | -10.1% |
| 6M | -38.7% | +8.2% | -46.9% | -41.2% |
| YTD | -40.6% | -1.5% | -39.1% | -40.8% |
| 1Y | -50.6% | +1.3% | -51.9% | -51.5% |
| 3Y | -58.7% | +92.6% | -151.3% | -71.3% |
| 5Y | -62.8% | +53.8% | -116.7% | -72.0% |
| All | -62.8% | +55.5% | -118.3% | -72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling