+55.7%
ZTS vs NI
+143.3%
-87.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.7% | 0.0% | -3.8% | -3.8% |
| 30D | -0.8% | -1.4% | +0.6% | -0.4% |
| 3M | -9.7% | -10.6% | +0.8% | -5.9% |
| 6M | -38.4% | -9.3% | -29.1% | -36.1% |
| YTD | -41.1% | +1.1% | -42.2% | -41.6% |
| 1Y | -50.6% | +3.4% | -54.0% | -51.6% |
| 3Y | -59.1% | +67.9% | -127.0% | -67.5% |
| 5Y | -62.7% | +98.0% | -160.7% | -72.5% |
| All | +55.7% | +143.3% | -87.5% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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