-50.3%
ZTS vs PSX
+101.7%
-152.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -4.5% | +1.5% | -6.0% | -4.6% |
| 30D | -3.3% | +15.8% | -19.1% | -4.7% |
| 3M | -9.7% | +43.0% | -52.8% | -12.3% |
| 6M | -38.8% | +61.1% | -99.9% | -41.4% |
| YTD | -41.2% | +104.5% | -145.7% | -46.1% |
| 1Y | -50.3% | +102.5% | -152.8% | -54.7% |
| All | -50.3% | +101.7% | -152.0% | -54.7% |
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