-59.2%
ZTS vs NI
+69.0%
-128.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -4.5% | -0.6% | -3.9% | -4.3% |
| 30D | -3.3% | -1.4% | -1.9% | -3.0% |
| 3M | -9.7% | -10.6% | +0.8% | -6.7% |
| 6M | -38.8% | -9.9% | -28.9% | -36.9% |
| YTD | -41.2% | +1.2% | -42.3% | -41.4% |
| 1Y | -50.3% | +4.4% | -54.7% | -51.1% |
| All | -59.2% | +69.0% | -128.2% | -66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling