+77.0%
ZTS vs PWR
+1,818.7%
-1,741.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | -0.6% | -11.2% | +10.6% | +1.4% |
| 30D | +11.0% | -17.4% | +28.4% | +14.7% |
| 3M | +10.9% | -11.7% | +22.7% | +12.4% |
| 6M | +0.9% | -21.7% | +22.6% | +3.9% |
| YTD | -33.0% | +38.3% | -71.3% | -41.3% |
| 1Y | -29.6% | +29.6% | -59.2% | -37.4% |
| 3Y | -49.0% | +236.1% | -285.2% | -67.8% |
| 5Y | -59.5% | +406.3% | -465.8% | -78.3% |
| 10Y | +77.0% | +1,796.7% | -1,719.7% | -46.6% |
| All | +77.0% | +1,818.7% | -1,741.7% | -46.6% |
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