-52.1%
ZTS vs NXT
+181.9%
-234.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.0% |
| 7D | -4.8% | +2.9% | -7.6% | -4.9% |
| 30D | +1.2% | -17.2% | +18.5% | +1.8% |
| 3M | -6.0% | -32.0% | +26.0% | -5.0% |
| 6M | -38.7% | -15.8% | -23.0% | -38.9% |
| YTD | -40.6% | -1.9% | -38.7% | -41.4% |
| 1Y | -50.6% | +22.5% | -73.1% | -52.1% |
| 3Y | -58.7% | +100.5% | -159.3% | -62.4% |
| All | -52.1% | +181.9% | -234.1% | -57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling