-50.7%
ZTS vs NXT
+178.8%
-229.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.7% |
| 7D | -2.0% | -1.1% | -0.9% | -2.0% |
| 30D | +1.9% | -15.3% | +17.2% | +2.4% |
| 3M | -4.0% | -43.8% | +39.8% | -2.2% |
| 6M | -39.1% | -18.7% | -20.5% | -39.2% |
| YTD | -38.8% | -3.0% | -35.8% | -39.6% |
| 1Y | -49.6% | +22.7% | -72.3% | -51.1% |
| 3Y | -59.0% | +95.9% | -154.9% | -62.6% |
| All | -50.7% | +178.8% | -229.5% | -56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling