-59.0%
ZTS vs PSX
+134.3%
-193.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.4% |
| 7D | -3.8% | +1.8% | -5.6% | -4.0% |
| 30D | -2.0% | +21.6% | -23.7% | -4.8% |
| 3M | -10.2% | +46.5% | -56.7% | -15.1% |
| 6M | -39.4% | +62.0% | -101.4% | -43.8% |
| YTD | -40.8% | +106.3% | -147.1% | -47.5% |
| 1Y | -50.1% | +103.0% | -153.1% | -55.7% |
| All | -59.0% | +134.3% | -193.2% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling