-62.4%
ZTS vs NI
+95.2%
-157.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -3.8% | +1.3% | -5.0% | -4.2% |
| 30D | -2.0% | -0.3% | -1.8% | -2.0% |
| 3M | -10.2% | -9.5% | -0.7% | -7.1% |
| 6M | -39.4% | -10.2% | -29.2% | -37.1% |
| YTD | -40.8% | +1.8% | -42.6% | -41.4% |
| 1Y | -50.1% | +5.7% | -55.8% | -51.4% |
| 3Y | -58.9% | +69.6% | -128.5% | -67.0% |
| 5Y | -62.4% | +95.8% | -158.1% | -70.0% |
| All | -62.4% | +95.2% | -157.5% | -70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling