+56.2%
ZTS vs PWR
+2,399.9%
-2,343.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -3.5% |
| 7D | -4.8% | +4.5% | -9.3% | -5.8% |
| 30D | +1.2% | -4.9% | +6.1% | +2.1% |
| 3M | -6.0% | -7.9% | +1.9% | -5.5% |
| 6M | -38.7% | +18.3% | -57.1% | -42.8% |
| YTD | -40.6% | +51.5% | -92.1% | -48.5% |
| 1Y | -50.6% | +70.3% | -120.9% | -58.8% |
| 3Y | -58.7% | +210.6% | -269.3% | -72.8% |
| 5Y | -62.8% | +456.7% | -519.5% | -80.3% |
| 10Y | +56.2% | +2,396.1% | -2,339.9% | -56.8% |
| All | +56.2% | +2,399.9% | -2,343.7% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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