+174.6%
ZTS vs NDAQ
+1,158.5%
-983.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.2% | +0.2% |
| 7D | -2.0% | -2.4% | +0.5% | -0.9% |
| 30D | +1.9% | +2.5% | -0.5% | +0.7% |
| 3M | -4.0% | +9.9% | -13.9% | -8.7% |
| 6M | -39.1% | +9.4% | -48.6% | -42.1% |
| YTD | -38.8% | +0.4% | -39.2% | -39.7% |
| 1Y | -49.6% | +4.0% | -53.6% | -51.3% |
| 3Y | -59.0% | +94.4% | -153.4% | -71.5% |
| 5Y | -61.8% | +56.7% | -118.5% | -70.9% |
| 10Y | +61.4% | +375.3% | -313.9% | -26.7% |
| All | +174.6% | +1,158.5% | -983.9% | -1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling