-46.0%
ZTS vs NXT
+229.3%
-275.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.8% | +5.0% | +0.3% |
| 7D | -0.6% | +4.0% | -4.6% | -0.7% |
| 30D | +11.0% | +15.9% | -4.9% | +10.5% |
| 3M | +10.9% | -3.0% | +13.9% | +10.9% |
| 6M | +0.9% | -20.7% | +21.6% | +1.2% |
| YTD | -33.0% | +14.6% | -47.6% | -34.2% |
| 1Y | -29.6% | -7.1% | -22.5% | -30.2% |
| 3Y | -49.0% | +189.4% | -238.5% | -54.7% |
| All | -46.0% | +229.3% | -275.3% | -52.3% |
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