-52.3%
ZTS vs NXT
+171.8%
-224.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -0.2% |
| 7D | -3.8% | -0.2% | -3.5% | -3.8% |
| 30D | -2.0% | -20.0% | +17.9% | -1.4% |
| 3M | -10.2% | -30.9% | +20.7% | -9.3% |
| 6M | -39.4% | -23.8% | -15.6% | -39.4% |
| YTD | -40.8% | -5.4% | -35.4% | -41.6% |
| 1Y | -50.1% | +28.0% | -78.2% | -51.8% |
| 3Y | -58.9% | +93.3% | -152.2% | -62.5% |
| All | -52.3% | +171.8% | -224.1% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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