+55.7%
ZTS vs PNR
+66.2%
-10.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.3% |
| 7D | -3.7% | -6.0% | +2.3% | -1.3% |
| 30D | -0.8% | -14.0% | +13.2% | +5.5% |
| 3M | -9.7% | -21.7% | +12.0% | -1.3% |
| 6M | -38.4% | -37.3% | -1.1% | -26.3% |
| YTD | -41.1% | -45.1% | +4.0% | -25.8% |
| 1Y | -50.6% | -49.1% | -1.5% | -35.9% |
| 3Y | -59.1% | -14.8% | -44.3% | -58.5% |
| 5Y | -62.7% | -21.0% | -41.7% | -62.1% |
| All | +55.7% | +66.2% | -10.4% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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