+55.7%
ZTS vs PNC
+279.5%
-223.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | 0.0% |
| 7D | -3.7% | -0.6% | -3.2% | -3.6% |
| 30D | -0.8% | -4.4% | +3.6% | +0.7% |
| 3M | -9.7% | +5.2% | -15.0% | -11.5% |
| 6M | -38.4% | +20.6% | -59.0% | -42.2% |
| YTD | -41.1% | +19.8% | -60.9% | -44.8% |
| 1Y | -50.6% | +24.4% | -75.0% | -54.4% |
| 3Y | -59.1% | +131.2% | -190.4% | -69.9% |
| 5Y | -62.7% | +53.1% | -115.8% | -69.0% |
| All | +55.7% | +279.5% | -223.8% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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