+166.5%
ZTS vs PNC
+488.0%
-321.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.6% |
| 7D | -4.8% | +2.3% | -7.1% | -5.5% |
| 30D | +1.2% | -3.8% | +5.1% | +2.5% |
| 3M | -6.0% | +7.8% | -13.8% | -8.7% |
| 6M | -38.7% | +19.7% | -58.4% | -42.6% |
| YTD | -40.6% | +19.1% | -59.7% | -44.3% |
| 1Y | -50.6% | +23.1% | -73.7% | -54.3% |
| 3Y | -58.7% | +132.1% | -190.9% | -70.1% |
| 5Y | -62.8% | +52.2% | -115.1% | -69.3% |
| 10Y | +56.2% | +271.4% | -215.2% | -17.4% |
| All | +166.5% | +488.0% | -321.5% | +18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling