-26.7%
ZTS vs PSX
+97.5%
-124.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.5% | +12.0% | +7.6% |
| 7D | +15.4% | -5.2% | +20.6% | +15.5% |
| 30D | +25.8% | -3.7% | +29.5% | +25.6% |
| 3M | +18.1% | +26.8% | -8.7% | +15.8% |
| 6M | -19.7% | +47.3% | -67.1% | -21.8% |
| YTD | -27.5% | +105.4% | -132.9% | -31.9% |
| 1Y | -26.7% | +96.9% | -123.6% | -31.9% |
| All | -26.7% | +97.5% | -124.2% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling