-59.5%
ZTS vs NDAQ
+68.2%
-127.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.5% |
| 7D | -0.6% | +2.9% | -3.5% | -1.7% |
| 30D | +11.0% | +17.5% | -6.5% | +3.6% |
| 3M | +10.9% | +15.4% | -4.5% | +4.2% |
| 6M | +0.9% | +24.6% | -23.7% | -8.7% |
| YTD | -33.0% | +14.4% | -47.4% | -37.4% |
| 1Y | -29.6% | +26.9% | -56.5% | -37.4% |
| 3Y | -49.0% | +119.8% | -168.9% | -66.5% |
| 5Y | -59.5% | +70.5% | -130.0% | -69.9% |
| All | -59.5% | +68.2% | -127.7% | -69.9% |
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